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

Western 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
2024 Q1	–	Sell	-63,394	Closed	-$626K	–	698
2023 Q4	$626K	Sell	63,394 -685	-1%	-$6.39K	0.05%	359
2023 Q3	$595K	Hold	64,079	–	–	0.05%	348
2023 Q2	$677K	Hold	64,079	–	–	0.06%	312
2023 Q1	$692K	Hold	64,079	–	–	0.06%	297
2022 Q4	$663K	Sell	64,079 -4,711	-7%	-$49.2K	0.07%	299
2022 Q3	$681K	Hold	68,790	–	–	0.04%	396
2022 Q2	$823K	Hold	68,790	–	–	0.05%	348
2022 Q1	$896K	Buy	+68,790	New	+$957K	0.04%	356
2021 Q2	$991K	Buy	+64,365	New	+$961K	0.1%	209

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

Western Wealth Management's NMZ Position: Q1 2024 in Review

Western Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2024, closing a stake of 63,394 shares — an estimated $626K sold.

Western Wealth Management first reported a position in NMZ in Q2 2021 and held it in 9 quarters. The position peaked at $991K in Q2 2021. 118 funds tracked by Wall St. Rank hold NMZ as of Q1 2024.

Western Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
Western Wealth Management sold 63,394 Nuveen Municipal High Income Opportunity Fund shares in Q1 2024, an estimated $626K.
Western Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2021 and held it in 9 quarters.
Western Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $991K in Q2 2021.
118 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.