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

Surevest’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 Q2	–	Sell	-20,515	Closed	-$267K	–	580
2022 Q1	$267K	Hold	20,515	–	–	0.06%	126
2021 Q4	$310K	Hold	20,515	–	–	0.07%	104
2021 Q3	$303K	Hold	20,515	–	–	0.08%	97
2021 Q2	$316K	Buy	+20,515	New	+$306K	0.08%	90

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OIA

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

RJA

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

Surevest's NMZ Position: Q2 2022 in Review

Surevest sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2022, closing a stake of 20,515 shares — an estimated $267K sold.

Surevest first reported a position in NMZ in Q2 2021 and held it in 4 quarters. The position peaked at $316K in Q2 2021. 119 funds tracked by Wall St. Rank hold NMZ as of Q2 2022.

Surevest reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2022 after selling out during the quarter.
Surevest sold 20,515 Nuveen Municipal High Income Opportunity Fund shares in Q2 2022, an estimated $267K.
Surevest first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2021 and held it in 4 quarters.
Surevest's Nuveen Municipal High Income Opportunity Fund position peaked at $316K in Q2 2021.
119 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2022.

Based on Surevest's 13F filing for Q2 2022, filed 15 Aug 2022.