BRWA
NMZ icon

B. Riley Wealth Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

B. Riley 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 		$106K Buy
+10,064
New +$103K 0.01% 833
2025
Q4 		– Sell
-11,968
Closed -$127K – 1123
2025
Q3 		$127K Sell
11,968
-1,817
-13% -$18.6K 0.01% 940
2025
Q2 		$143K Buy
+13,785
New +$143K 0.01% 932
2024
Q4 		$558K Buy
51,582
+4,477
+10% +$50.5K 0.02% 659
2024
Q3 		$552K Buy
47,105
+33,020
+234% +$367K 0.02% 712
2024
Q2 		$153K Buy
+14,085
New +$148K ﹤0.01% 1272
2022
Q2 		– Sell
-54,957
Closed -$715K – 1339
2022
Q1 		$715K Sell
54,957
-9,261
-14% -$129K 0.02% 586
2021
Q4 		$971K Buy
64,218
+647
+1% +$9.6K 0.03% 539
2021
Q3 		$939K Buy
63,571
+672
+1% +$10.3K 0.03% 538
2021
Q2 		$969K Buy
62,899
+668
+1% +$9.97K 0.03% 517
2021
Q1 		$898K Sell
62,231
-4,631
-7% -$66.5K 0.03% 511
2020
Q4 		$965K Buy
66,862
+682
+1% +$9.31K 0.05% 340
2020
Q3 		$893K Sell
66,180
-553
-0.8% -$7.45K 0.05% 336
2020
Q2 		$881K Sell
66,733
-244
-0.4% -$3.07K 0.06% 303
2020
Q1 		$834K Buy
66,977
+11,598
+21% +$161K 0.07% 270
2019
Q4 		$786K Buy
55,379
+498
+0.9% +$7.08K 0.07% 288
2019
Q3 		$784K Sell
54,881
-8,541
-13% -$121K 0.08% 270
2019
Q2 		$886K Buy
63,422
+691
+1% +$9.51K 0.1% 222
2019
Q1 		$850K Buy
62,731
+14,132
+29% +$180K 0.11% 216
2018
Q4 		$566K Buy
48,599
+29,724
+157% +$351K 0.08% 266
2018
Q3 		$237K Buy
18,875
+7,034
+59% +$90.5K 0.03% 581
2018
Q2 		$151K Buy
+11,841
New +$148K 0.02% 625
2017
Q1 		– Sell
-13,673
Closed -$176K – 555
2016
Q4 		$176K Sell
13,673
-2,377
-15% -$31.4K 0.04% 474
2016
Q3 		$233K Buy
16,050
+14
+0.1% +$208 0.05% 492
2016
Q2 		$239K Sell
16,036
-136
-0.8% -$1.94K 0.05% 480
2016
Q1 		$226K Buy
16,172
+100
+0.6% +$1.39K 0.05% 436
2015
Q4 		$223K Sell
16,072
-865
-5% -$11.8K 0.05% 459
2015
Q3 		$226K Buy
+16,937
New +$226K 0.05% 435
2015
Q2 		– Sell
-21,000
Closed -$291K – 570
2015
Q1 		$291K Sell
21,000
-27,252
-56% -$375K 0.07% 362
2014
Q4 		$3.64K Buy
48,252
+22,420
+87% +$297K 0.08% 320
2014
Q3 		$337K Sell
25,832
-25,020
-49% -$324K 0.09% 312
2014
Q2 		$337K Buy
50,852
+25,531
+101% +$336K 0.08% 285
2014
Q1 		$322K Sell
25,321
-1,784
-7% -$22.4K 0.1% 246
2013
Q4 		$325K Sell
27,105
-95
-0.3% -$1.11K 0.1% 223
2013
Q3 		$317K Sell
27,200
-799
-3% -$9.27K 0.11% 211
2013
Q2 		$355K Buy
+27,999
New +$374K 0.12% 196

Other funds holding NMZ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
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

B. Riley Wealth Advisors's NMZ Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 10,064 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in NMZ as recently as Q3 2025.

B. Riley Wealth Advisors first reported a position in NMZ in Q2 2013 and has held it in 36 quarters since. The position peaked at $971K in Q4 2021. 41 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • B. Riley Wealth Advisors held 10,064 shares of Nuveen Municipal High Income Opportunity Fund worth $106K as of Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund was a new B. Riley Wealth Advisors position in Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #833 holding.
  • B. Riley Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and has held it in 36 quarters since.
  • B. Riley Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $971K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.