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

HBW 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
2021 Q2	–	Sell	-10,152	Closed	-$146K	–	270
2021 Q1	$146K	Sell	10,152 -6,195	-38%	-$89K	0.04%	238
2020 Q4	$236K	Buy	16,347 +164	+1%	+$2.24K	0.07%	194
2020 Q3	$218K	Sell	16,183 -60	-0.4%	-$809	0.09%	175
2020 Q2	$214K	Buy	+16,243	New	+$204K	0.1%	169

Other funds holding NMZ

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HBW Advisory Services's NMZ Position: Q2 2021 in Review

HBW Advisory Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2021, closing a stake of 10,152 shares — an estimated $146K sold.

HBW Advisory Services first reported a position in NMZ in Q2 2020 and held it in 4 quarters. The position peaked at $236K in Q4 2020. 107 funds tracked by Wall St. Rank hold NMZ as of Q2 2021.

HBW Advisory Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2021 after selling out during the quarter.
HBW Advisory Services sold 10,152 Nuveen Municipal High Income Opportunity Fund shares in Q2 2021, an estimated $146K.
HBW Advisory Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2020 and held it in 4 quarters.
HBW Advisory Services's Nuveen Municipal High Income Opportunity Fund position peaked at $236K in Q4 2020.
107 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2021.

Based on HBW Advisory Services's 13F filing for Q2 2021, filed 15 Jul 2021.