Sowell Financial Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Sowell Financial Services’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
2023 Q2	–	Sell	-10,547	Closed	-$114K	–	737
2023 Q1	$114K	Buy	+10,547	New	+$111K	0.01%	727
2021 Q2	–	Sell	-2,950	Closed	-$45K	–	1956
2021 Q1	$45K	Buy	2,950 +50	+2%	+$718	﹤0.01%	1703
2020 Q4	$42K	Buy	2,900 +53	+2%	+$723	﹤0.01%	1460
2020 Q3	$38K	Buy	2,847 +39	+1%	+$526	﹤0.01%	1308
2020 Q2	$37K	Buy	2,808 +40	+1%	+$503	﹤0.01%	1264
2020 Q1	$34K	Buy	2,768 +23	+0.8%	+$318	﹤0.01%	1184
2019 Q4	$39K	Sell	2,745 -1,150	-30%	-$16.3K	﹤0.01%	1225
2019 Q3	$56K	Buy	+3,895	New	+$55.3K	﹤0.01%	970

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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

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

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

OIA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

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

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

Sowell Financial Services's NMZ Position: Q2 2023 in Review

Sowell Financial Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 10,547 shares — an estimated $114K sold.

Sowell Financial Services first reported a position in NMZ in Q3 2019 and held it in 8 quarters. The position peaked at $114K in Q1 2023. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

Sowell Financial Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 10,547 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $114K.
Sowell Financial Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's Nuveen Municipal High Income Opportunity Fund position peaked at $114K in Q1 2023.
112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.