U.S. Capital Wealth Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

U.S. Capital Wealth 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
2023 Q2	–	Sell	-36,595	Closed	-$395K	–	681
2023 Q1	$395K	Sell	36,595 -36,603	-50%	-$387K	0.02%	479
2022 Q4	$757K	Hold	73,198	–	–	0.04%	376
2022 Q3	$752K	Hold	73,198	–	–	0.04%	383
2022 Q2	$856K	Sell	73,198 -56,589	-44%	-$680K	0.04%	378
2022 Q1	$1.69M	Hold	129,787	–	–	0.06%	300
2021 Q4	$1.96M	Sell	129,787 -35,924	-22%	-$533K	0.08%	264
2021 Q3	$2.43M	Buy	+165,711	New	+$2.55M	0.11%	215

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

VanEck Associates New York $133B AUM 72.99% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

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

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

U.S. Capital Wealth Advisors's NMZ Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 36,595 shares — an estimated $395K sold.

U.S. Capital Wealth Advisors first reported a position in NMZ in Q3 2021 and held it in 7 quarters. The position peaked at $2.43M in Q3 2021. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 36,595 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $395K.
U.S. Capital Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2021 and held it in 7 quarters.
U.S. Capital Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $2.43M in Q3 2021.
112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.