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
2026 Q2	$155K	Buy	+14,692	New	+$151K	﹤0.01%	1664
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 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

Arkadios Wealth Advisors's NMZ Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 14,692 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #1664 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in NMZ as recently as Q4 2024.

Arkadios Wealth Advisors first reported a position in NMZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $217K in Q3 2023. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Arkadios Wealth Advisors held 14,692 shares of Nuveen Municipal High Income Opportunity Fund worth $155K as of Q2 2026.
Nuveen Municipal High Income Opportunity Fund was a new Arkadios Wealth Advisors position in Q2 2026.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1664 holding.
Arkadios Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2020 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $217K in Q3 2023.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.