Financial Advocates Investment Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Financial Advocates Investment 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 Q2	–	Sell	-161,755	Closed	-$1.75M	–	753
2023 Q1	$1.75M	Sell	161,755 -6,699	-4%	-$70.8K	0.13%	187
2022 Q4	$1.74M	Buy	168,454 +8,348	+5%	+$87.1K	0.13%	190
2022 Q3	$1.65M	Sell	160,106 -6,278	-4%	-$73.8K	0.14%	172
2022 Q2	$1.95M	Buy	166,384 +14,981	+10%	+$180K	0.16%	158
2022 Q1	$1.97M	Buy	151,403 +6,047	+4%	+$84.1K	0.13%	195
2021 Q4	$2.2M	Sell	145,356 -643	-0.4%	-$9.54K	0.14%	178
2021 Q3	$2.15M	Sell	145,999 -1,389	-0.9%	-$21.4K	0.15%	169
2021 Q2	$2.27M	Buy	147,388 +17,965	+14%	+$268K	0.15%	161
2021 Q1	$1.87M	Sell	129,423 -5,515	-4%	-$79.2K	0.13%	184
2020 Q4	$1.95M	Sell	134,938 -9,363	-6%	-$128K	0.13%	180
2020 Q3	$1.95M	Buy	144,301 +328	+0.2%	+$4.42K	0.17%	130
2020 Q2	$1.9M	Buy	+143,973	New	+$1.81M	0.18%	135

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

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 $11.8B AUM 21.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

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

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

Financial Advocates Investment Management's NMZ Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 161,755 shares — an estimated $1.75M sold.

Financial Advocates Investment Management first reported a position in NMZ in Q2 2020 and held it in 12 quarters. The position peaked at $2.27M in Q2 2021. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

Financial Advocates Investment Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 161,755 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $1.75M.
Financial Advocates Investment Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2020 and held it in 12 quarters.
Financial Advocates Investment Management's Nuveen Municipal High Income Opportunity Fund position peaked at $2.27M in Q2 2021.
112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.