Accel Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Accel Wealth Management’s Portfolio NMZ Stock Details NMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,865	Closed	-$30.9K	–	620
2023 Q1	$30.9K	Buy	2,865 +4	+0.1%	+$42	0.01%	591
2022 Q4	$29.6K	Sell	2,861 -3,769	-57%	-$39.3K	0.01%	462
2022 Q3	$70K	Buy	6,630 +101	+2%	+$1.19K	0.04%	310
2022 Q2	$78K	Buy	6,529 +103	+2%	+$1.24K	0.04%	270
2022 Q1	$84K	Buy	6,426 +91	+1%	+$1.27K	0.04%	277
2021 Q4	$96K	Buy	6,335 +109	+2%	+$1.62K	0.05%	266
2021 Q3	$92K	Sell	6,226 -1,722	-22%	-$26.5K	0.06%	234
2021 Q2	$122K	Buy	7,948 +80	+1%	+$1.19K	0.08%	207
2021 Q1	$114K	Buy	7,868 +52	+0.7%	+$747	0.09%	196
2020 Q4	$113K	Buy	+7,816	New	+$107K	0.11%	190

Other funds holding NMZ

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

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

Accel Wealth Management's NMZ Position: Q2 2023 in Review

Accel Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 2,865 shares — an estimated $30.9K sold.

Accel Wealth Management first reported a position in NMZ in Q4 2020 and held it in 10 quarters. The position peaked at $122K in Q2 2021. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

Accel Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,865 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $30.9K.
Accel Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $122K in Q2 2021.
112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.