Altus Wealth Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Altus Wealth Group’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 Q3	–	Sell	-13,080	Closed	-$136K	–	147
2025 Q2	$136K	Hold	13,080	–	–	0.06%	135
2025 Q1	$143K	Hold	13,080	–	–	0.07%	130
2024 Q4	$141K	Hold	13,080	–	–	0.06%	140
2024 Q3	$153K	Hold	13,080	–	–	0.07%	141
2024 Q2	$141K	Hold	13,080	–	–	0.07%	131
2024 Q1	$138K	Sell	13,080 -800	-6%	-$8.13K	0.07%	137
2023 Q4	$137K	Hold	13,880	–	–	0.08%	138
2023 Q3	$129K	Sell	13,880 -3,455	-20%	-$35.3K	0.08%	128
2023 Q2	$183K	Hold	17,335	–	–	0.11%	133
2023 Q1	$187K	Hold	17,335	–	–	0.13%	129
2022 Q4	$179K	Buy	17,335 +3,650	+27%	+$38.1K	0.14%	134
2022 Q3	$202K	Hold	13,685	–	–	0.2%	104
2022 Q2	$202K	Sell	13,685 -1,000	-7%	-$12K	0.2%	104
2022 Q1	$191K	Buy	14,685 +1,000	+7%	+$13.9K	0.16%	113
2021 Q4	$207K	Hold	13,685	–	–	0.17%	110
2021 Q3	$202K	Hold	13,685	–	–	0.2%	104
2021 Q2	$211K	Hold	13,685	–	–	0.21%	104
2021 Q1	$205K	Hold	13,685	–	–	0.2%	102
2020 Q4	$197K	Buy	+13,685	New	+$187K	0.19%	95

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

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

MPW

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Altus Wealth Group's NMZ Position: Q3 2025 in Review

Altus Wealth Group sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2025, closing a stake of 13,080 shares — an estimated $136K sold.

Altus Wealth Group first reported a position in NMZ in Q4 2020 and held it in 19 quarters. The position peaked at $211K in Q2 2021. 124 funds tracked by Wall St. Rank hold NMZ as of Q3 2025.

Altus Wealth Group reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
Altus Wealth Group sold 13,080 Nuveen Municipal High Income Opportunity Fund shares in Q3 2025, an estimated $136K.
Altus Wealth Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2020 and held it in 19 quarters.
Altus Wealth Group's Nuveen Municipal High Income Opportunity Fund position peaked at $211K in Q2 2021.
124 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2025.

Based on Altus Wealth Group's 13F filing for Q3 2025, filed 21 Oct 2025.