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Arkadios Wealth Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Arkadios Wealth Advisors’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
Q1 		– Sell
-10,110
Closed -$109K – 1169
2024
Q4 		$109K Hold
10,110
– – 0.01% 886
2024
Q3 		$118K Hold
10,110
– – 0.01% 867
2024
Q2 		$109K Hold
10,110
– – 0.01% 797
2024
Q1 		$107K Hold
10,110
– – 0.01% 672
2023
Q4 		$99.9K Sell
10,110
-13,261
-57% -$124K 0.01% 670
2023
Q3 		$217K Buy
+23,371
New +$239K 0.02% 595
2021
Q3 		– Sell
-1,971
Closed -$30K – 1989
2021
Q2 		$30K Hold
1,971
– – ﹤0.01% 1125
2021
Q1 		$28K Buy
1,971
+8
+0.4% +$115 ﹤0.01% 872
2020
Q4 		$28K Buy
+1,963
New +$26.8K 0.01% 671

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
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
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Arkadios Wealth Advisors's NMZ Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2025, closing a stake of 10,110 shares — an estimated $109K sold.

Arkadios Wealth Advisors first reported a position in NMZ in Q4 2020 and held it in 9 quarters. The position peaked at $217K in Q3 2023. 130 funds tracked by Wall St. Rank hold NMZ as of Q1 2025.

  • Arkadios Wealth Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 10,110 Nuveen Municipal High Income Opportunity Fund shares in Q1 2025, an estimated $109K.
  • Arkadios Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2020 and held it in 9 quarters.
  • Arkadios Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $217K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.