Apollon Wealth Management’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Apollon Wealth Management’s Portfolio NMCO Stock Details NMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,119	Closed	-$109K	–	966
2023 Q2	$109K	Sell	10,119 -3,100	-23%	-$34.4K	0.01%	899
2023 Q1	$151K	Hold	13,219	–	–	0.01%	809
2022 Q4	$145K	Sell	13,219 -13,845	-51%	-$154K	0.01%	797
2022 Q3	$290K	Hold	27,064	–	–	0.02%	609
2022 Q2	$331K	Sell	27,064 -4,300	-14%	-$54.2K	0.03%	542
2022 Q1	$423K	Hold	31,364	–	–	0.03%	507
2021 Q4	$491K	Buy	31,364 +15,030	+92%	+$232K	0.04%	467
2021 Q3	$247K	Buy	+16,334	New	+$257K	0.03%	389

Other funds holding NMCO

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MPW

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Apollon Wealth Management's NMCO Position: Q3 2023 in Review

Apollon Wealth Management sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q3 2023, closing a stake of 10,119 shares — an estimated $109K sold.

Apollon Wealth Management first reported a position in NMCO in Q3 2021 and held it in 8 quarters. The position peaked at $491K in Q4 2021. 54 funds tracked by Wall St. Rank hold NMCO as of Q3 2023.

Apollon Wealth Management reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q3 2023 after selling out during the quarter.
Apollon Wealth Management sold 10,119 Nuveen Municipal Credit Opportunities Fund shares in Q3 2023, an estimated $109K.
Apollon Wealth Management first reported a position in Nuveen Municipal Credit Opportunities Fund in Q3 2021 and held it in 8 quarters.
Apollon Wealth Management's Nuveen Municipal Credit Opportunities Fund position peaked at $491K in Q4 2021.
54 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.