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Diversify Advisory Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Diversify Advisory Services’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
2024
Q4 		– Sell
-10,000
Closed -$114K – 669
2024
Q3 		$114K Hold
10,000
– – 0.01% 620
2024
Q2 		$107K Hold
10,000
– – 0.01% 616
2024
Q1 		$105K Buy
+10,000
New +$102K 0.01% 621

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Diversify Advisory Services's NMZ Position: Q4 2024 in Review

Diversify Advisory Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2024, closing a stake of 10,000 shares — an estimated $114K sold.

Diversify Advisory Services first reported a position in NMZ in Q1 2024 and held it in 3 quarters. The position peaked at $114K in Q3 2024. 126 funds tracked by Wall St. Rank hold NMZ as of Q4 2024.

  • Diversify Advisory Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 10,000 Nuveen Municipal High Income Opportunity Fund shares in Q4 2024, an estimated $114K.
  • Diversify Advisory Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Nuveen Municipal High Income Opportunity Fund position peaked at $114K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.