Level Four Advisory Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-10,434	Closed	-$103K	–	841
2024 Q1	$103K	Hold	10,434	–	–	0.01%	745
2023 Q4	$103K	Sell	10,434 -9,874	-49%	-$92.2K	0.01%	741
2023 Q3	$188K	Sell	20,308 -7,643	-27%	-$78.1K	0.01%	690
2023 Q2	$295K	Buy	27,951 +7	+0%	+$74	0.02%	623
2023 Q1	$302K	Buy	27,944 +17,139	+159%	+$181K	0.02%	582
2022 Q4	$112K	Sell	10,805 -2,089	-16%	-$21.8K	0.01%	641
2022 Q3	$133K	Buy	12,894 +1,009	+8%	+$11.9K	0.01%	521
2022 Q2	$139K	Sell	11,885 -2,034	-15%	-$24.4K	0.01%	532
2022 Q1	$181K	Buy	13,919 +4	+0%	+$56	0.01%	615
2021 Q4	$210K	Buy	13,915 +2,173	+19%	+$32.2K	0.02%	601
2021 Q3	$173K	Buy	11,742 +16	+0.1%	+$246	0.02%	454
2021 Q2	$180K	Buy	11,726 +26	+0.2%	+$388	0.01%	628
2021 Q1	$169K	Sell	11,700 -1,459	-11%	-$21K	0.01%	616
2020 Q4	$190K	Buy	13,159 +29	+0.2%	+$396	0.02%	571
2020 Q3	$177K	Buy	13,130 +21	+0.2%	+$283	0.01%	525
2020 Q2	$173K	Buy	+13,109	New	+$165K	0.01%	545

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

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

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

MPW

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

OIA

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Level Four Advisory Services's NMZ Position: Q2 2024 in Review

Level Four Advisory Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2024, closing a stake of 10,434 shares — an estimated $103K sold.

Level Four Advisory Services first reported a position in NMZ in Q2 2020 and held it in 16 quarters. The position peaked at $302K in Q1 2023. 119 funds tracked by Wall St. Rank hold NMZ as of Q2 2024.

Level Four Advisory Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 10,434 Nuveen Municipal High Income Opportunity Fund shares in Q2 2024, an estimated $103K.
Level Four Advisory Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2020 and held it in 16 quarters.
Level Four Advisory Services's Nuveen Municipal High Income Opportunity Fund position peaked at $302K in Q1 2023.
119 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.