RDA Financial Network’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

RDA Financial Network’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 Q3	–	Sell	-11,900	Closed	-$139K	–	209
2022 Q2	$139K	Sell	11,900 -1,870	-14%	-$22.5K	0.07%	204
2022 Q1	$179K	Sell	13,770 -500	-4%	-$6.95K	0.08%	219
2021 Q4	$216K	Buy	14,270 +100	+0.7%	+$1.48K	0.09%	199
2021 Q3	$209K	Sell	14,170 -2,400	-14%	-$36.9K	0.09%	199
2021 Q2	$255K	Hold	16,570	–	–	0.11%	186
2021 Q1	$239K	Buy	16,570 +350	+2%	+$5.03K	0.1%	195
2020 Q4	$234K	Buy	16,220 +1,600	+11%	+$21.8K	0.11%	189
2020 Q3	$197K	Buy	14,620 +2,450	+20%	+$33K	0.09%	209
2020 Q2	$161K	Buy	+12,170	New	+$153K	0.08%	203
2019 Q3	–	Sell	-10,800	Closed	-$152K	–	248
2019 Q2	$152K	Sell	10,800 -200	-2%	-$2.75K	0.07%	216
2019 Q1	$150K	Buy	+11,000	New	+$140K	0.07%	211

Other funds holding NMZ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

RJA

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RDA Financial Network's NMZ Position: Q3 2022 in Review

RDA Financial Network sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2022, closing a stake of 11,900 shares — an estimated $139K sold.

RDA Financial Network first reported a position in NMZ in Q1 2019 and held it in 11 quarters. The position peaked at $255K in Q2 2021. 121 funds tracked by Wall St. Rank hold NMZ as of Q3 2022.

RDA Financial Network reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
RDA Financial Network sold 11,900 Nuveen Municipal High Income Opportunity Fund shares in Q3 2022, an estimated $139K.
RDA Financial Network first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2019 and held it in 11 quarters.
RDA Financial Network's Nuveen Municipal High Income Opportunity Fund position peaked at $255K in Q2 2021.
121 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2022.

Based on RDA Financial Network's 13F filing for Q3 2022, filed 11 Oct 2022.