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

Kingswood Wealth 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
2024
Q4 		– Sell
-21,500
Closed -$251K – 872
2024
Q3 		$251K Hold
21,500
– – 0.02% 618
2024
Q2 		$232K Buy
+21,500
New +$226K 0.02% 596
2024
Q1 		– Sell
-10,050
Closed -$99.3K – 672
2023
Q4 		$99.3K Buy
+10,050
New +$93.8K 0.01% 616

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Kingswood Wealth Advisors's NMZ Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2024, closing a stake of 21,500 shares — an estimated $251K sold.

Kingswood Wealth Advisors first reported a position in NMZ in Q4 2023 and held it in 3 quarters. The position peaked at $251K in Q3 2024. 126 funds tracked by Wall St. Rank hold NMZ as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 21,500 Nuveen Municipal High Income Opportunity Fund shares in Q4 2024, an estimated $251K.
  • Kingswood Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $251K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.