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

Selective 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	-2,044	Closed	-$21K	–	515
2022 Q3	$21K	Hold	2,044	–	–	0.01%	421
2022 Q2	$24K	Sell	2,044 -95	-4%	-$1.14K	0.01%	440
2022 Q1	$28K	Hold	2,139	–	–	0.01%	402
2021 Q4	$32K	Hold	2,139	–	–	0.01%	339
2021 Q3	$32K	Hold	2,139	–	–	0.02%	316
2021 Q2	$33K	Hold	2,139	–	–	0.03%	230
2021 Q1	$31K	Hold	2,139	–	–	0.03%	160
2020 Q4	$31K	Hold	2,139	–	–	0.02%	143
2020 Q3	$29K	Hold	2,139	–	–	0.02%	128
2020 Q2	$28K	Hold	2,139	–	–	0.02%	143
2020 Q1	$27K	Hold	2,139	–	–	0.04%	89
2019 Q4	$30K	Hold	2,139	–	–	0.04%	94
2019 Q3	$31K	Buy	+2,139	New	+$30.4K	0.04%	95
2018 Q3	$36K	Buy	+2,860	New	+$36.8K	0.43%	43

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

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

Selective Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2022, closing a stake of 2,044 shares — an estimated $21K sold.

Selective Wealth Management first reported a position in NMZ in Q3 2018 and held it in 14 quarters. The position peaked at $36K in Q3 2018. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

Selective Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 2,044 Nuveen Municipal High Income Opportunity Fund shares in Q4 2022, an estimated $21K.
Selective Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $36K in Q3 2018.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.