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

Next Financial Group’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
2021 Q4	$1K	Buy	86 +55	+177%	+$816	﹤0.01%	2767
2021 Q3	$0	Sell	31 -38	-55%	-$585	﹤0.01%	2792
2021 Q2	$1K	Hold	69	–	–	﹤0.01%	2542
2021 Q1	$1K	Sell	69 -56	-45%	-$804	﹤0.01%	2436
2020 Q4	$2K	Hold	125	–	–	﹤0.01%	2200
2020 Q3	$2K	Buy	+125	New	+$1.69K	﹤0.01%	2034
2020 Q2	–	Sell	-84	Closed	-$1K	–	1439
2020 Q1	$1K	Sell	84 -55	-40%	-$761	﹤0.01%	2030
2019 Q4	$2K	Hold	139	–	–	﹤0.01%	2189
2019 Q3	$2K	Hold	139	–	–	﹤0.01%	2133
2019 Q2	$2K	Hold	139	–	–	﹤0.01%	2129
2019 Q1	$2K	Buy	+139	New	+$1.77K	﹤0.01%	1472
2017 Q3	–	Sell	-530	Closed	-$7K	–	1895
2017 Q2	$7K	Hold	530	–	–	﹤0.01%	1449
2017 Q1	$7K	Buy	+530	New	+$6.9K	﹤0.01%	1407

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

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

RJA

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Next Financial Group's NMZ Position: Q4 2021 in Review

Next Financial Group increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 177% in Q4 2021, buying an estimated $816 and bringing the position to 86 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Next Financial Group first reported a position in NMZ in Q1 2017 and has held it in 13 quarters since. The position peaked at $7K in Q2 2017. 123 funds tracked by Wall St. Rank hold NMZ as of Q4 2021.

Next Financial Group held 86 shares of Nuveen Municipal High Income Opportunity Fund worth $1K as of Q4 2021.
Next Financial Group bought 55 Nuveen Municipal High Income Opportunity Fund shares in Q4 2021, an estimated $816.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2767 holding.
Next Financial Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2017 and has held it in 13 quarters since.
Next Financial Group's Nuveen Municipal High Income Opportunity Fund position peaked at $7K in Q2 2017.
123 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.