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 Q2	$219K	Sell	17,500 -10,000	-36%	-$127K	0.01%	277
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Shufro Rose & Co's NAZ Position: Q2 2026 in Review

Shufro Rose & Co reduced its Nuveen Arizona Quality Municipal Income Fund (NAZ) stake by 36% in Q2 2026, selling an estimated $127K and leaving 17,500 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #277.

Shufro Rose & Co first reported a position in NAZ in Q2 2019 and has held it in 17 quarters since. The position peaked at $330K in Q1 2026. 35 funds tracked by Wall St. Rank hold NAZ as of Q2 2026.

Shufro Rose & Co held 17,500 shares of Nuveen Arizona Quality Municipal Income Fund worth $219K as of Q2 2026.
Shufro Rose & Co sold 10,000 Nuveen Arizona Quality Municipal Income Fund shares in Q2 2026, an estimated $127K.
Nuveen Arizona Quality Municipal Income Fund made up 0.01% of Shufro Rose & Co's portfolio in Q2 2026, its #277 holding.
Shufro Rose & Co first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2019 and has held it in 17 quarters since.
Shufro Rose & Co's Nuveen Arizona Quality Municipal Income Fund position peaked at $330K in Q1 2026.
35 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.