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Principal Securities’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Principal Securities’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
Q3 		– Sell
-7,000
Closed -$75.5K – 3508
2024
Q2 		$75.5K Buy
+7,000
New +$73.5K ﹤0.01% 1432

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Principal Securities's NMZ Position: Q3 2024 in Review

Principal Securities sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2024, closing a stake of 7,000 shares — an estimated $75.5K sold.

Principal Securities first reported a position in NMZ in Q2 2024 and held it in 1 quarter. The position peaked at $75.5K in Q2 2024. 122 funds tracked by Wall St. Rank hold NMZ as of Q3 2024.

  • Principal Securities reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 7,000 Nuveen Municipal High Income Opportunity Fund shares in Q3 2024, an estimated $75.5K.
  • Principal Securities first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2024 and held it in 1 quarter.
  • Principal Securities's Nuveen Municipal High Income Opportunity Fund position peaked at $75.5K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.