Robinson Capital Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Robinson Capital Management’s Portfolio NAZ Stock Details NAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,000	Closed	-$125K	–	113
2024 Q4	$125K	Sell	11,000 -129,212	-92%	-$1.53M	0.05%	99
2024 Q3	$1.66M	Buy	140,212 +55,657	+66%	+$646K	0.57%	35
2024 Q2	$941K	Buy	84,555 +14,083	+20%	+$153K	0.34%	48
2024 Q1	$749K	Hold	70,472	–	–	0.27%	56
2023 Q4	$756K	Buy	70,472 +4,087	+6%	+$41K	0.27%	62
2023 Q3	$631K	Buy	+66,385	New	+$691K	0.28%	77
2020 Q3	–	Sell	-101,171	Closed	-$1.38M	–	86
2020 Q2	$1.38M	Sell	101,171 -41,848	-29%	-$534K	0.5%	46
2020 Q1	$1.77M	Buy	143,019 +11,724	+9%	+$158K	0.87%	36
2019 Q4	$1.77M	Buy	131,295 +63	+0%	+$845	0.63%	45
2019 Q3	$1.77M	Hold	131,232	–	–	0.58%	41
2019 Q2	$1.72M	Sell	131,232 -2,200	-2%	-$28.3K	0.57%	45
2019 Q1	$1.71M	Buy	133,432 +48,353	+57%	+$599K	0.53%	48
2018 Q4	$1.01M	Buy	85,079 +50,779	+148%	+$593K	0.37%	62
2018 Q3	$401K	Buy	+34,300	New	+$426K	0.12%	91

Other funds holding NAZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Robinson Capital Management's NAZ Position: Q1 2025 in Review

Robinson Capital Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q1 2025, closing a stake of 11,000 shares — an estimated $125K sold.

Robinson Capital Management first reported a position in NAZ in Q3 2018 and held it in 14 quarters. The position peaked at $1.77M in Q1 2020. 28 funds tracked by Wall St. Rank hold NAZ as of Q1 2025.

Robinson Capital Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Robinson Capital Management sold 11,000 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2025, an estimated $125K.
Robinson Capital Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q3 2018 and held it in 14 quarters.
Robinson Capital Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $1.77M in Q1 2020.
28 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2025.

Based on Robinson Capital Management's 13F filing for Q1 2025, filed 13 May 2025.