Belpointe Asset Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Belpointe Asset 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 Q3	–	Sell	-20,000	Closed	-$211K	–	697
2023 Q2	$211K	Hold	20,000	–	–	0.02%	552
2023 Q1	$216K	Sell	20,000 -44,215	-69%	-$467K	0.01%	898
2022 Q4	$664K	Buy	64,215 +19,851	+45%	+$207K	0.04%	422
2022 Q3	$456K	Buy	44,364 +5,300	+14%	+$62.3K	0.03%	537
2022 Q2	$457K	Buy	+39,064	New	+$469K	0.03%	522

Other funds holding NMZ

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Belpointe Asset Management's NMZ Position: Q3 2023 in Review

Belpointe Asset Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2023, closing a stake of 20,000 shares — an estimated $211K sold.

Belpointe Asset Management first reported a position in NMZ in Q2 2022 and held it in 5 quarters. The position peaked at $664K in Q4 2022. 113 funds tracked by Wall St. Rank hold NMZ as of Q3 2023.

Belpointe Asset Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2023 after selling out during the quarter.
Belpointe Asset Management sold 20,000 Nuveen Municipal High Income Opportunity Fund shares in Q3 2023, an estimated $211K.
Belpointe Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and held it in 5 quarters.
Belpointe Asset Management's Nuveen Municipal High Income Opportunity Fund position peaked at $664K in Q4 2022.
113 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2023.

Based on Belpointe Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.