ATPW
NMZ icon

Ashton Thomas Private Wealth’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Ashton Thomas Private Wealth’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 		$275K Buy
26,487
+4,400
+20% +$46K 0.01% 919
2025
Q4 		$225K Buy
22,087
+1,900
+9% +$20K 0.01% 921
2025
Q3 		$214K Buy
+20,187
New +$206K 0.01% 915

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

Ashton Thomas Private Wealth's NMZ Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 20% in Q1 2026, buying an estimated $46K and bringing the position to 26,487 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #919.

Ashton Thomas Private Wealth first reported a position in NMZ in Q3 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

  • Ashton Thomas Private Wealth held 26,487 shares of Nuveen Municipal High Income Opportunity Fund worth $275K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 4,400 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $46K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #919 holding.
  • Ashton Thomas Private Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.