AWM
NMZ icon

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

AE 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
2026
Q1 		$1.65M Buy
158,856
+20,699
+15% +$216K 0.01% 706
2025
Q4 		$1.41M Sell
138,157
-951
-0.7% -$10K 0.01% 707
2025
Q3 		$1.47M Buy
139,108
+8,436
+6% +$86.1K 0.01% 648
2025
Q2 		$1.36M Buy
130,672
+27,035
+26% +$280K 0.01% 639
2025
Q1 		$1.13M Buy
103,637
+12,283
+13% +$136K 0.01% 671
2024
Q4 		$988K Buy
91,354
+12,509
+16% +$141K 0.01% 701
2024
Q3 		$919K Buy
78,845
+339
+0.4% +$3.77K 0.01% 710
2024
Q2 		$847K Buy
78,506
+19,627
+33% +$206K 0.01% 744
2024
Q1 		$622K Sell
58,879
-53,909
-48% -$548K 0.01% 765
2023
Q4 		$1.1M Sell
112,788
-3,841
-3% -$35.9K 0.01% 1120
2023
Q3 		$1.08M Sell
116,629
-7,049
-6% -$72K 0.01% 1065
2023
Q2 		$1.31M Sell
123,678
-12,550
-9% -$133K 0.01% 987
2023
Q1 		$1.47M Buy
136,228
+5,633
+4% +$59.5K 0.01% 904
2022
Q4 		$1.35M Buy
130,595
+38,218
+41% +$399K 0.01% 876
2022
Q3 		$950K Sell
92,377
-52,133
-36% -$613K 0.01% 959
2022
Q2 		$1.69M Sell
144,510
-5,434
-4% -$65.3K 0.01% 717
2022
Q1 		$1.95M Sell
149,944
-109,988
-42% -$1.53M 0.01% 709
2021
Q4 		$3.93M Sell
259,932
-150
-0.1% -$2.22K 0.03% 486
2021
Q3 		$3.84M Buy
260,082
+19,550
+8% +$301K 0.03% 439
2021
Q2 		$3.7M Buy
240,532
+9,834
+4% +$147K 0.03% 456
2021
Q1 		$3.33M Buy
230,698
+15,773
+7% +$227K 0.03% 420
2020
Q4 		$3.1M Buy
214,925
+69,706
+48% +$951K 0.04% 376
2020
Q3 		$1.96M Buy
+145,219
New +$1.96M 0.03% 428

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AE Wealth Management's NMZ Position: Q1 2026 in Review

AE Wealth Management increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 15% in Q1 2026, buying an estimated $216K and bringing the position to 158,856 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #706.

AE Wealth Management first reported a position in NMZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.93M in Q4 2021. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

  • AE Wealth Management held 158,856 shares of Nuveen Municipal High Income Opportunity Fund worth $1.65M as of Q1 2026.
  • AE Wealth Management bought 20,699 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $216K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #706 holding.
  • AE Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2020 and has held it in 23 quarters since.
  • AE Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $3.93M in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.