Stewardship Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Stewardship Advisors’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 Q1	–	Sell	-10,000	Closed	-$98.8K	–	61
2023 Q4	$98.8K	Hold	10,000	–	–	0.04%	44
2023 Q3	$92.8K	Hold	10,000	–	–	0.04%	44
2023 Q2	$106K	Hold	10,000	–	–	0.04%	42
2023 Q1	$108K	Hold	10,000	–	–	0.04%	40
2022 Q4	$103K	Buy	+10,000	New	+$104K	0.04%	51

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Stewardship Advisors's NMZ Position: Q1 2024 in Review

Stewardship Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2024, closing a stake of 10,000 shares — an estimated $98.8K sold.

Stewardship Advisors first reported a position in NMZ in Q4 2022 and held it in 5 quarters. The position peaked at $108K in Q1 2023. 118 funds tracked by Wall St. Rank hold NMZ as of Q1 2024.

Stewardship Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
Stewardship Advisors sold 10,000 Nuveen Municipal High Income Opportunity Fund shares in Q1 2024, an estimated $98.8K.
Stewardship Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and held it in 5 quarters.
Stewardship Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $108K in Q1 2023.
118 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2024.

Based on Stewardship Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.