Legacy Wealth Planning’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Legacy Wealth Planning’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 Q3	$1M	Buy	97,582 +6,110	+7%	+$71.8K	1.66%	15
2022 Q2	$1.07M	Buy	91,472 +356	+0.4%	+$4.28K	1.53%	15
2022 Q1	$1.19M	Buy	91,116 +1,961	+2%	+$27.3K	1.4%	15
2021 Q4	$1.35M	Buy	89,155 +392	+0.4%	+$5.81K	1.54%	14
2021 Q3	$1.31M	Buy	88,763 +280	+0.3%	+$4.31K	1.47%	14
2021 Q2	$1.36M	Buy	88,483 +3,782	+4%	+$56.5K	1.55%	15
2021 Q1	$1.22M	Sell	84,701 -5,877	-6%	-$84.4K	1.56%	15
2020 Q4	$1.31M	Sell	90,578 -3,327	-4%	-$45.4K	1.68%	14
2020 Q3	$1.27M	Buy	93,905 +1,418	+2%	+$19.1K	1.45%	15
2020 Q2	$1.22M	Buy	92,487 +2,407	+3%	+$30.2K	1.45%	14
2020 Q1	$1.12M	Buy	90,080 +7,697	+9%	+$107K	1.79%	13
2019 Q4	$1.17M	Buy	+82,383	New	+$1.17M	1.32%	19

Other funds holding NMZ

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Legacy Wealth Planning's NMZ Position: Q3 2022 in Review

Legacy Wealth Planning increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 6.7% in Q3 2022, buying an estimated $71.8K and bringing the position to 97,582 shares worth $1M. The position accounts for 1.66% of the portfolio, ranked #15.

Legacy Wealth Planning first reported a position in NMZ in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.36M in Q2 2021. 121 funds tracked by Wall St. Rank hold NMZ as of Q3 2022.

Legacy Wealth Planning held 97,582 shares of Nuveen Municipal High Income Opportunity Fund worth $1M as of Q3 2022.
Legacy Wealth Planning bought 6,110 Nuveen Municipal High Income Opportunity Fund shares in Q3 2022, an estimated $71.8K.
Nuveen Municipal High Income Opportunity Fund made up 1.66% of Legacy Wealth Planning's portfolio in Q3 2022, its #15 holding.
Legacy Wealth Planning first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Nuveen Municipal High Income Opportunity Fund position peaked at $1.36M in Q2 2021.
121 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.