LPL Financial LLC
Position in NAZ — Nuveen Arizona Quality Municipal Income Fund
CIK 1403438
FORT MILL, SC
Position in NAZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,344,585
+$543,963 QoQ
Shares Held
187,717
+25.0% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 35 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. NAZ ranks #245 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in NAZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,344,585 | 187,717 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,800,622 | 150,177 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,436,363 | 120,906 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $625,644 | 52,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $609,388 | 52,129 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $540,360 | 44,806 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $357,218 | 31,390 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $329,305 | 27,860 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $332,411 | 29,786 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $186,879 | 17,020 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $277,174 | 25,880 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $285,413 | 29,638 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $489,243 | 45,511 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $802,446 | 71,013 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $859,956 | 77,057 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,653,428 | 132,063 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,002,603 | 155,966 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,065,880 | 151,903 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,448,624 | 153,039 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,715,454 | 109,404 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $191,349 | 11,819 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $179,057 | 11,819 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $187,567 | 11,819 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $173,502 | 11,819 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $197,689 | 14,536 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $168,528 | 13,591 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||