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

Marcum Wealth’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
2022 Q2	–	Sell	-20,000	Closed	-$270K	–	408
2022 Q1	$270K	Hold	20,000	–	–	0.04%	262
2021 Q4	$313K	Hold	20,000	–	–	0.04%	248
2021 Q3	$302K	Buy	+20,000	New	+$314K	0.05%	237

Other funds holding NMCO

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

MPW

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Marcum Wealth's NMCO Position: Q2 2022 in Review

Marcum Wealth sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q2 2022, closing a stake of 20,000 shares — an estimated $270K sold.

Marcum Wealth first reported a position in NMCO in Q3 2021 and held it in 3 quarters. The position peaked at $313K in Q4 2021. 44 funds tracked by Wall St. Rank hold NMCO as of Q2 2022.

Marcum Wealth reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Marcum Wealth sold 20,000 Nuveen Municipal Credit Opportunities Fund shares in Q2 2022, an estimated $270K.
Marcum Wealth first reported a position in Nuveen Municipal Credit Opportunities Fund in Q3 2021 and held it in 3 quarters.
Marcum Wealth's Nuveen Municipal Credit Opportunities Fund position peaked at $313K in Q4 2021.
44 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.