Paragon Wealth Strategies’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Paragon Wealth Strategies’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 Q4	–	Sell	-1	Closed	–	–	268
2022 Q3	$0	Buy	+1	New	+$12	﹤0.01%	183
2022 Q2	–	Sell	-38,921	Closed	-$506K	–	40
2022 Q1	$506K	Buy	38,921 +3,298	+9%	+$45.9K	0.13%	33
2021 Q4	$539K	Buy	+35,623	New	+$528K	0.13%	34

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 $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

MPW

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

Paragon Wealth Strategies's NMZ Position: Q4 2022 in Review

Paragon Wealth Strategies sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2022, closing a stake of 1 share.

Paragon Wealth Strategies first reported a position in NMZ in Q4 2021 and held it in 3 quarters. The position peaked at $539K in Q4 2021. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

Paragon Wealth Strategies reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
Paragon Wealth Strategies sold 1 Nuveen Municipal High Income Opportunity Fund share in Q4 2022.
Paragon Wealth Strategies first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2021 and held it in 3 quarters.
Paragon Wealth Strategies's Nuveen Municipal High Income Opportunity Fund position peaked at $539K in Q4 2021.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on Paragon Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.