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All Season Financial Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

All Season Financial Advisors’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
-21,735
Closed -$235K – 117
2023
Q1 		$235K Sell
21,735
-2,372
-10% -$25.1K 0.21% 99
2022
Q4 		$249K Sell
24,107
-35,650
-60% -$372K 0.22% 107
2022
Q3 		$614K Buy
59,757
+37,810
+172% +$444K 0.67% 31
2022
Q2 		$257K Buy
+21,947
New +$264K 0.22% 109

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GC
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

All Season Financial Advisors's NMZ Position: Q2 2023 in Review

All Season Financial Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 21,735 shares — an estimated $235K sold.

All Season Financial Advisors first reported a position in NMZ in Q2 2022 and held it in 4 quarters. The position peaked at $614K in Q3 2022. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

  • All Season Financial Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 21,735 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $235K.
  • All Season Financial Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and held it in 4 quarters.
  • All Season Financial Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $614K in Q3 2022.
  • 112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on All Season Financial Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.