Allworth Financial’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Allworth Financial’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	$88.2K	Buy	8,500 +2,500	+42%	+$26.1K	﹤0.01%	1914
2025 Q4	$61.1K	Buy	+6,000	New	+$63.3K	﹤0.01%	2067
2024 Q4	–	Sell	-5,000	Closed	-$58.3K	–	4015
2024 Q3	$58.3K	Hold	5,000	–	–	﹤0.01%	1337
2024 Q2	$53.4K	Buy	+5,000	New	+$52.5K	﹤0.01%	1354
2022 Q2	–	Sell	-770	Closed	-$10K	–	2656
2022 Q1	$10K	Hold	770	–	–	﹤0.01%	1487
2021 Q4	$12K	Hold	770	–	–	﹤0.01%	1326
2021 Q3	$11K	Buy	+770	New	+$11.8K	﹤0.01%	1293

Other funds holding NMZ

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allworth Financial's NMZ Position: Q1 2026 in Review

Allworth Financial increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 42% in Q1 2026, buying an estimated $26.1K and bringing the position to 8,500 shares worth $88.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Allworth Financial first reported a position in NMZ in Q3 2021 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

Allworth Financial held 8,500 shares of Nuveen Municipal High Income Opportunity Fund worth $88.2K as of Q1 2026.
Allworth Financial bought 2,500 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $26.1K.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1914 holding.
Allworth Financial first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2021 and has held it in 7 quarters since.
137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.