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

Integrated Wealth Concepts’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
-10,565
Closed -$114K – 1587
2023
Q1 		$114K Hold
10,565
– – ﹤0.01% 1268
2022
Q4 		$109K Buy
+10,565
New +$110K ﹤0.01% 988

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Osaic Holdings
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OIA
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Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Concepts's NMZ Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 10,565 shares — an estimated $114K sold.

Integrated Wealth Concepts first reported a position in NMZ in Q4 2022 and held it in 2 quarters. The position peaked at $114K in Q1 2023. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,565 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $114K.
  • Integrated Wealth Concepts first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and held it in 2 quarters.
  • Integrated Wealth Concepts's Nuveen Municipal High Income Opportunity Fund position peaked at $114K in Q1 2023.
  • 112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.