Clarus Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Clarus Group’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
2022 Q2	–	Sell	-10,550	Closed	-$137K	–	115
2022 Q1	$137K	Sell	10,550 -4,514	-30%	-$62.8K	0.09%	107
2021 Q4	$224K	Hold	15,064	–	–	0.15%	95
2021 Q3	$222K	Hold	15,064	–	–	0.15%	98
2021 Q2	$236K	Sell	15,064 -3,073	-17%	-$45.9K	0.18%	93
2021 Q1	$265K	Hold	18,137	–	–	0.22%	81
2020 Q4	$266K	Buy	+18,137	New	+$248K	0.23%	78

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

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

OIA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clarus Group's NMZ Position: Q2 2022 in Review

Clarus Group sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2022, closing a stake of 10,550 shares — an estimated $137K sold.

Clarus Group first reported a position in NMZ in Q4 2020 and held it in 6 quarters. The position peaked at $266K in Q4 2020. 119 funds tracked by Wall St. Rank hold NMZ as of Q2 2022.

Clarus Group reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2022 after selling out during the quarter.
Clarus Group sold 10,550 Nuveen Municipal High Income Opportunity Fund shares in Q2 2022, an estimated $137K.
Clarus Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2020 and held it in 6 quarters.
Clarus Group's Nuveen Municipal High Income Opportunity Fund position peaked at $266K in Q4 2020.
119 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2022.

Based on Clarus Group's 13F filing for Q2 2022, filed 27 Jul 2022.