Lantz Financial’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Lantz Financial’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 Q3	–	Sell	-14,458	Closed	-$153K	–	192
2023 Q2	$153K	Buy	+14,458	New	+$154K	0.06%	189
2022 Q1	–	Sell	-11,769	Closed	-$178K	–	172
2021 Q4	$178K	Sell	11,769 -1	-0%	-$15	0.08%	148
2021 Q3	$174K	Hold	11,770	–	–	0.09%	142
2021 Q2	$181K	Buy	+11,770	New	+$176K	0.09%	143

Other funds holding NMZ

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Lantz Financial's NMZ Position: Q3 2023 in Review

Lantz Financial sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2023, closing a stake of 14,458 shares — an estimated $153K sold.

Lantz Financial first reported a position in NMZ in Q2 2021 and held it in 4 quarters. The position peaked at $181K in Q2 2021. 113 funds tracked by Wall St. Rank hold NMZ as of Q3 2023.

Lantz Financial reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2023 after selling out during the quarter.
Lantz Financial sold 14,458 Nuveen Municipal High Income Opportunity Fund shares in Q3 2023, an estimated $153K.
Lantz Financial first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2021 and held it in 4 quarters.
Lantz Financial's Nuveen Municipal High Income Opportunity Fund position peaked at $181K in Q2 2021.
113 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2023.

Based on Lantz Financial's 13F filing for Q3 2023, filed 20 Oct 2023.