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Index Fund Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Index Fund Advisors’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
-66,253
Closed -$862K – 96
2022
Q1 		$862K Hold
66,253
– – 0.06% 36
2021
Q4 		$1M Buy
+66,253
New +$982K 0.07% 31

Other funds holding NMZ

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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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

Index Fund Advisors's NMZ Position: Q2 2022 in Review

Index Fund Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2022, closing a stake of 66,253 shares — an estimated $862K sold.

Index Fund Advisors first reported a position in NMZ in Q4 2021 and held it in 2 quarters. The position peaked at $1M in Q4 2021. 119 funds tracked by Wall St. Rank hold NMZ as of Q2 2022.

  • Index Fund Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2022 after selling out during the quarter.
  • Index Fund Advisors sold 66,253 Nuveen Municipal High Income Opportunity Fund shares in Q2 2022, an estimated $862K.
  • Index Fund Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2021 and held it in 2 quarters.
  • Index Fund Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $1M in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2022.

Based on Index Fund Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.