Plan Group Financial, LLC
Position in NAZ — Nuveen Arizona Quality Municipal Income Fund
CIK 1940033
OKLAHOMA CITY, OK
Position in NAZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$148,805
+$5,957 QoQ
Shares Held
11,914
0.0% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#22
of 35 holders
Holding Since
Jun 2025
5 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, 2026Plan Group Financial, LLC holds $14,270,492 across 21 Asset Management names. NAZ ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
147,018 | $2,724,243 | |
| 2 | OCSL |
Oaktree Specialty Lending Corp
|
202,342 | $2,415,963 | |
| 3 | FDUS |
FIDUS INVESTMENT Corp
|
125,520 | $2,393,666 | |
| 4 | TSLX |
Sixth Street Specialty Lending, Inc.
|
120,324 | $2,065,963 | |
| 5 | APO |
Apollo Global Management, Inc.
|
5,146 | $608,823 | |
| 6 | NZF |
Nuveen Municipal Credit Income Fund
|
38,665 | $490,272 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
10,695 | $417,639 | |
| 8 | TROW |
Price T Rowe Group Inc
|
3,234 | $367,673 |
All Filings in NAZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,805 | 11,914 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $142,848 | 11,914 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $141,538 | 11,914 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $141,180 | 11,914 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $139,274 | 11,914 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||