Total Clarity Wealth Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-5,000	Closed	-$64K	–	706
2022 Q2	$64K	Buy	+5,000	New	+$64.6K	0.03%	380
2022 Q1	–	Sell	-5,000	Closed	-$80K	–	651
2021 Q4	$80K	Hold	5,000	–	–	0.04%	341
2021 Q3	$78K	Buy	+5,000	New	+$79.8K	0.04%	339
2021 Q2	–	Sell	-5,000	Closed	-$76K	–	537
2021 Q1	$76K	Buy	+5,000	New	+$76.6K	0.04%	275
2020 Q1	–	Sell	-3,000	Closed	-$41K	–	431
2019 Q4	$41K	Buy	+3,000	New	+$40.2K	0.03%	296

Other funds holding NAZ

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

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

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

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Total Clarity Wealth Management's NAZ Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q3 2022, closing a stake of 5,000 shares — an estimated $64K sold.

Total Clarity Wealth Management first reported a position in NAZ in Q4 2019 and held it in 5 quarters. The position peaked at $80K in Q4 2021. 37 funds tracked by Wall St. Rank hold NAZ as of Q3 2022.

Total Clarity Wealth Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 5,000 Nuveen Arizona Quality Municipal Income Fund shares in Q3 2022, an estimated $64K.
Total Clarity Wealth Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $80K in Q4 2021.
37 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.