INDEPENDENT FINANCIAL GROUP, LLC
Position in NAZ — Nuveen Arizona Quality Municipal Income Fund
CIK 275484
SAN DIEGO, CA
Position in NAZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$320,268
+$48,791 QoQ
Shares Held
25,642
+13.2% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. NAZ ranks #69 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in NAZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,268 | 25,642 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $271,477 | 22,642 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $238,574 | 20,082 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $237,971 | 20,082 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $234,758 | 20,082 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $236,158 | 19,582 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $206,911 | 18,182 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $214,899 | 18,181 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $191,181 | 17,131 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $188,109 | 17,132 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $186,803 | 17,442 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $169,025 | 17,552 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $220,934 | 20,552 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $233,254 | 20,642 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $235,152 | 21,071 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $263,808 | 21,071 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $343,739 | 26,771 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $364,085 | 26,771 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $428,352 | 26,772 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $420,725 | 26,832 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $424,696 | 26,232 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $398,702 | 26,317 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $425,585 | 26,817 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $370,670 | 25,250 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $350,540 | 25,775 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $282,596 | 22,790 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||