Shufro Rose & Co’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Shufro Rose & Co’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
2026 Q1	$330K	Buy	27,500 +2,500	+10%	+$30.3K	0.02%	229
2025 Q4	$297K	Hold	25,000	–	–	0.02%	233
2025 Q3	$302K	Hold	25,000	–	–	0.02%	238
2025 Q2	$302K	Hold	25,000	–	–	0.02%	234
2025 Q1	$302K	Hold	25,000	–	–	0.02%	237
2024 Q4	$284K	Hold	25,000	–	–	0.02%	235
2024 Q3	$279K	Hold	25,000	–	–	0.02%	246
2024 Q2	$279K	Hold	25,000	–	–	0.02%	246
2024 Q1	$275K	Buy	+25,000	New	+$272K	0.02%	243
2021 Q2	–	Sell	-10,000	Closed	-$152K	–	309
2021 Q1	$152K	Buy	+10,000	New	+$153K	0.01%	270
2020 Q4	–	Sell	-10,000	Closed	-$147K	–	306
2020 Q3	$147K	Hold	10,000	–	–	0.01%	254
2020 Q2	$136K	Hold	10,000	–	–	0.01%	257
2020 Q1	$124K	Hold	10,000	–	–	0.01%	258
2019 Q4	$135K	Hold	10,000	–	–	0.01%	290
2019 Q3	$135K	Hold	10,000	–	–	0.01%	290
2019 Q2	$131K	Buy	+10,000	New	+$129K	0.01%	281

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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

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

Shufro Rose & Co's NAZ Position: Q1 2026 in Review

Shufro Rose & Co increased its Nuveen Arizona Quality Municipal Income Fund (NAZ) stake by 10% in Q1 2026, buying an estimated $30.3K and bringing the position to 27,500 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #229.

Shufro Rose & Co first reported a position in NAZ in Q2 2019 and has held it in 16 quarters since. 33 funds tracked by Wall St. Rank hold NAZ as of Q1 2026.

Shufro Rose & Co held 27,500 shares of Nuveen Arizona Quality Municipal Income Fund worth $330K as of Q1 2026.
Shufro Rose & Co bought 2,500 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2026, an estimated $30.3K.
Nuveen Arizona Quality Municipal Income Fund made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #229 holding.
Shufro Rose & Co first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2019 and has held it in 16 quarters since.
33 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.