Atria Wealth Solutions’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-339,811	Closed	-$3.71M	–	1751
2025 Q1	$3.71M	Sell	339,811 -3,034	-0.9%	-$33.6K	0.04%	429
2024 Q4	$3.71M	Buy	342,845 +58,928	+21%	+$665K	0.04%	435
2024 Q3	$3.31M	Buy	283,917 +13,420	+5%	+$149K	0.04%	465
2024 Q2	$2.92M	Buy	270,497 +10,058	+4%	+$106K	0.03%	501
2024 Q1	$2.75M	Buy	260,439 +82,108	+46%	+$835K	0.03%	525
2023 Q4	$1.76M	Buy	178,331 +30,905	+21%	+$288K	0.02%	647
2023 Q3	$1.37M	Buy	147,426 +929	+0.6%	+$9.49K	0.02%	692
2023 Q2	$1.55M	Buy	+146,497	New	+$1.56M	0.02%	666
2023 Q1	–	Sell	-186,569	Closed	-$1.93M	–	1929
2022 Q4	$1.93M	Buy	186,569 +3,625	+2%	+$37.8K	0.03%	527
2022 Q3	$1.88M	Buy	182,944 +47,566	+35%	+$559K	0.03%	507
2022 Q2	$1.58M	Buy	+135,378	New	+$1.63M	0.03%	521

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

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

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

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Atria Wealth Solutions's NMZ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2025, closing a stake of 339,811 shares — an estimated $3.71M sold.

Atria Wealth Solutions first reported a position in NMZ in Q2 2022 and held it in 11 quarters. The position peaked at $3.71M in Q1 2025. 127 funds tracked by Wall St. Rank hold NMZ as of Q2 2025.

Atria Wealth Solutions reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 339,811 Nuveen Municipal High Income Opportunity Fund shares in Q2 2025, an estimated $3.71M.
Atria Wealth Solutions first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and held it in 11 quarters.
Atria Wealth Solutions's Nuveen Municipal High Income Opportunity Fund position peaked at $3.71M in Q1 2025.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.