MinichMacGregor Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-1,760	Closed	-$18.2K	–	442
2022 Q4	$18.2K	Buy	+1,760	New	+$18.4K	0.01%	332
2018 Q4	–	Sell	-1,360	Closed	-$17K	–	352
2018 Q3	$17K	Hold	1,360	–	–	0.01%	238
2018 Q2	$17K	Sell	1,360 -3,990	-75%	-$49.9K	0.01%	229
2018 Q1	$66K	Hold	5,350	–	–	0.05%	95
2017 Q4	$72K	Hold	5,350	–	–	0.06%	87
2017 Q3	$72K	Buy	5,350 +350	+7%	+$4.75K	0.06%	83
2017 Q2	$67K	Buy	5,000 +1,000	+25%	+$13.3K	0.06%	84
2017 Q1	$52K	Hold	4,000	–	–	0.05%	101
2016 Q4	$51K	Hold	4,000	–	–	0.05%	104
2016 Q3	$58K	Sell	4,000 -4,000	-50%	-$59.5K	0.05%	106
2016 Q2	$118K	Buy	8,000 +1,500	+23%	+$21.4K	0.11%	54
2016 Q1	$90K	Buy	+6,500	New	+$90.3K	0.09%	71

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

MinichMacGregor Wealth Management's NMZ Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2023, closing a stake of 1,760 shares — an estimated $18.2K sold.

MinichMacGregor Wealth Management first reported a position in NMZ in Q1 2016 and held it in 12 quarters. The position peaked at $118K in Q2 2016. 122 funds tracked by Wall St. Rank hold NMZ as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,760 Nuveen Municipal High Income Opportunity Fund shares in Q1 2023, an estimated $18.2K.
MinichMacGregor Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2016 and held it in 12 quarters.
MinichMacGregor Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $118K in Q2 2016.
122 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.