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Kingswood Wealth Advisors’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Kingswood Wealth Advisors’s Portfolio NMCO Stock Details NMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,090
Closed -$245K – 796
2024
Q4 		$245K Buy
23,090
+2,000
+9% +$22.3K 0.02% 677
2024
Q3 		$246K Hold
21,090
– – 0.02% 624
2024
Q2 		$233K Sell
21,090
-16,560
-44% -$175K 0.02% 595
2024
Q1 		$398K Buy
+37,650
New +$388K 0.05% 402

Other funds holding NMCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kingswood Wealth Advisors's NMCO Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q1 2025, closing a stake of 23,090 shares — an estimated $245K sold.

Kingswood Wealth Advisors first reported a position in NMCO in Q1 2024 and held it in 4 quarters. The position peaked at $398K in Q1 2024. 60 funds tracked by Wall St. Rank hold NMCO as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 23,090 Nuveen Municipal Credit Opportunities Fund shares in Q1 2025, an estimated $245K.
  • Kingswood Wealth Advisors first reported a position in Nuveen Municipal Credit Opportunities Fund in Q1 2024 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Nuveen Municipal Credit Opportunities Fund position peaked at $398K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.