Advisor Resource Council’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-27,025	Closed	-$295K	–	443
2025 Q1	$295K	Buy	+27,025	New	+$300K	0.02%	467
2024 Q1	–	Sell	-27,450	Closed	-$271K	–	416
2023 Q4	$271K	Buy	+27,450	New	+$256K	0.03%	364
2022 Q3	–	Sell	-11,900	Closed	-$139K	–	374
2022 Q2	$139K	Buy	+11,900	New	+$143K	0.01%	500

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

MPW

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

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

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

Advisor Resource Council's NMZ Position: Q2 2025 in Review

Advisor Resource Council sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2025, closing a stake of 27,025 shares — an estimated $295K sold.

Advisor Resource Council first reported a position in NMZ in Q2 2022 and held it in 3 quarters. The position peaked at $295K in Q1 2025. 127 funds tracked by Wall St. Rank hold NMZ as of Q2 2025.

Advisor Resource Council reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 27,025 Nuveen Municipal High Income Opportunity Fund shares in Q2 2025, an estimated $295K.
Advisor Resource Council first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and held it in 3 quarters.
Advisor Resource Council's Nuveen Municipal High Income Opportunity Fund position peaked at $295K in Q1 2025.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.