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Van Hulzen Asset Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Van Hulzen Asset 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
-3,000
Closed -$34.1K – 811
2024
Q4 		$34.1K Buy
+3,000
New +$35.6K ﹤0.01% 584

Other funds holding NAZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
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
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
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

Van Hulzen Asset Management's NAZ Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q1 2025, closing a stake of 3,000 shares — an estimated $34.1K sold.

Van Hulzen Asset Management first reported a position in NAZ in Q4 2024 and held it in 1 quarter. The position peaked at $34.1K in Q4 2024. 28 funds tracked by Wall St. Rank hold NAZ as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 3,000 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2025, an estimated $34.1K.
  • Van Hulzen Asset Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $34.1K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.