AWM
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Avior Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Avior Wealth Management’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 		$188K Hold
17,825
– – 0.01% 767
2026
Q1 		$185K Buy
+17,825
New +$186K 0.01% 801

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MPW
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BCG
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YIA
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TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Avior Wealth Management's NMZ Position: Q2 2026 in Review

Avior Wealth Management held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q2 2026 at 17,825 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #767.

Avior Wealth Management first reported a position in NMZ in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Avior Wealth Management held 17,825 shares of Nuveen Municipal High Income Opportunity Fund worth $188K as of Q2 2026.
  • Avior Wealth Management left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #767 holding.
  • Avior Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.