Element Wealth’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Element Wealth’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 Q4	–	Sell	-12,657	Closed	-$130K	–	213
2022 Q3	$130K	Hold	12,657	–	–	0.12%	114
2022 Q2	$148K	Hold	12,657	–	–	0.15%	109
2022 Q1	$165K	Buy	12,657 +230	+2%	+$3.2K	0.13%	117
2021 Q4	$188K	Hold	12,427	–	–	0.14%	108
2021 Q3	$183K	Buy	+12,427	New	+$191K	0.15%	101

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MPW

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

Element Wealth's NMZ Position: Q4 2022 in Review

Element Wealth sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2022, closing a stake of 12,657 shares — an estimated $130K sold.

Element Wealth first reported a position in NMZ in Q3 2021 and held it in 5 quarters. The position peaked at $188K in Q4 2021. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

Element Wealth reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
Element Wealth sold 12,657 Nuveen Municipal High Income Opportunity Fund shares in Q4 2022, an estimated $130K.
Element Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2021 and held it in 5 quarters.
Element Wealth's Nuveen Municipal High Income Opportunity Fund position peaked at $188K in Q4 2021.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on Element Wealth's 13F filing for Q4 2022, filed 17 Jan 2023.