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

Advisors Asset 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
2026 Q2	$2.87M	Buy	271,945 +9,551	+4%	+$98.2K	0.04%	515
2026 Q1	$2.72M	Buy	262,394 +94,649	+56%	+$989K	0.05%	506
2025 Q4	$1.71M	Buy	+167,745	New	+$1.77M	0.03%	643
2022 Q4	–	Sell	-90,342	Closed	-$929K	–	1504
2022 Q3	$929K	Sell	90,342 -931	-1%	-$10.9K	0.02%	755
2022 Q2	$1.07M	Sell	91,273 -3,627	-4%	-$43.6K	0.02%	742
2022 Q1	$1.23M	Sell	94,900 -27,985	-23%	-$389K	0.02%	747
2021 Q4	$1.86M	Sell	122,885 -23,962	-16%	-$355K	0.03%	633
2021 Q3	$2.17M	Sell	146,847 -40,362	-22%	-$621K	0.03%	568
2021 Q2	$2.88M	Buy	187,209 +18,798	+11%	+$281K	0.04%	474
2021 Q1	$2.43M	Buy	168,411 +15,010	+10%	+$216K	0.04%	523
2020 Q4	$2.21M	Sell	153,401 -5,183	-3%	-$70.7K	0.03%	510
2020 Q3	$2.14M	Sell	158,584 -6,671	-4%	-$89.9K	0.04%	441
2020 Q2	$2.18M	Sell	165,255 -13,845	-8%	-$174K	0.04%	427
2020 Q1	$2.23M	Buy	179,100 +29,549	+20%	+$409K	0.05%	361
2019 Q4	$2.12M	Buy	149,551 +28,013	+23%	+$398K	0.04%	521
2019 Q3	$1.74M	Buy	121,538 +21,724	+22%	+$309K	0.03%	573
2019 Q2	$1.39M	Buy	99,814 +8,853	+10%	+$122K	0.02%	681
2019 Q1	$1.23M	Sell	90,961 -7,181	-7%	-$91.4K	0.02%	712
2018 Q4	$1.14M	Buy	98,142 +7,359	+8%	+$87K	0.02%	711
2018 Q3	$1.14M	Buy	90,783 +14,208	+19%	+$183K	0.02%	799
2018 Q2	$970K	Buy	76,575 +9,871	+15%	+$124K	0.02%	853
2018 Q1	$868K	Sell	66,704 -1,463	-2%	-$19.1K	0.01%	895
2017 Q4	$928K	Sell	68,167 -1,638	-2%	-$22.4K	0.02%	880
2017 Q3	$950K	Buy	69,805 +17,110	+32%	+$232K	0.02%	885
2017 Q2	$707K	Buy	52,695 +25,639	+95%	+$342K	0.01%	989
2017 Q1	$356K	Buy	+27,056	New	+$352K	0.01%	1185
2014 Q4	–	Sell	-116,065	Closed	-$1.51M	–	1802
2014 Q3	$1.51M	Sell	116,065 -109,639	-49%	-$1.42M	0.02%	700
2014 Q2	$2.99M	Sell	225,704 -13,917	-6%	-$183K	0.04%	469
2014 Q1	$3.05M	Sell	239,621 -124,648	-34%	-$1.56M	0.05%	439
2013 Q4	$4.37M	Sell	364,269 -73,673	-17%	-$860K	0.07%	343
2013 Q3	$5.11M	Buy	437,942 +171,454	+64%	+$1.99M	0.09%	286
2013 Q2	$3.38M	Buy	+266,488	New	+$3.56M	0.06%	358

Other funds holding NMZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Advisors Asset Management's NMZ Position: Q2 2026 in Review

Advisors Asset Management increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 3.6% in Q2 2026, buying an estimated $98.2K and bringing the position to 271,945 shares worth $2.87M. The position accounts for 0.04% of the portfolio, ranked #515.

Advisors Asset Management first reported a position in NMZ in Q2 2013 and has held it in 32 quarters since. The position peaked at $5.11M in Q3 2013. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Advisors Asset Management held 271,945 shares of Nuveen Municipal High Income Opportunity Fund worth $2.87M as of Q2 2026.
Advisors Asset Management bought 9,551 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $98.2K.
Nuveen Municipal High Income Opportunity Fund made up 0.04% of Advisors Asset Management's portfolio in Q2 2026, its #515 holding.
Advisors Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and has held it in 32 quarters since.
Advisors Asset Management's Nuveen Municipal High Income Opportunity Fund position peaked at $5.11M in Q3 2013.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.