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

QP 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
2022 Q4	–	Sell	-10,750	Closed	-$111K	–	80
2022 Q3	$111K	Sell	10,750 -13,615	-56%	-$160K	0.16%	61
2022 Q2	$285K	Sell	24,365 -5,000	-17%	-$60.1K	0.39%	53
2022 Q1	$382K	Buy	29,365 +1,000	+4%	+$13.9K	0.43%	44
2021 Q4	$429K	Hold	28,365	–	–	0.45%	46
2021 Q3	$419K	Hold	28,365	–	–	0.45%	44
2021 Q2	$437K	Buy	28,365 +2,965	+12%	+$44.3K	0.45%	45
2021 Q1	$367K	Buy	25,400 +3,044	+14%	+$43.7K	0.4%	45
2020 Q4	$322K	Sell	22,356 -2,198	-9%	-$30K	0.36%	47
2020 Q3	$331K	Buy	24,554 +1,003	+4%	+$13.5K	0.42%	42
2020 Q2	$311K	Buy	23,551 +1	+0%	+$13	0.43%	43
2020 Q1	$287K	Buy	23,550 +5,200	+28%	+$72K	0.42%	47
2019 Q4	$267K	Buy	+18,350	New	+$261K	0.33%	67

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

QP Wealth Management's NMZ Position: Q4 2022 in Review

QP Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2022, closing a stake of 10,750 shares — an estimated $111K sold.

QP Wealth Management first reported a position in NMZ in Q4 2019 and held it in 12 quarters. The position peaked at $437K in Q2 2021. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

QP Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
QP Wealth Management sold 10,750 Nuveen Municipal High Income Opportunity Fund shares in Q4 2022, an estimated $111K.
QP Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2019 and held it in 12 quarters.
QP Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $437K in Q2 2021.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on QP Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.