Blue Bell Private Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Blue Bell Private 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	$26.8K	Buy	+2,532	New	+$26K	﹤0.01%	497
2016 Q4	–	Sell	-97	Closed	-$2K	–	354
2016 Q3	$2K	Hold	97	–	–	﹤0.01%	412
2016 Q2	$2K	Hold	97	–	–	﹤0.01%	419
2016 Q1	$1K	Hold	97	–	–	﹤0.01%	427
2015 Q4	$1K	Hold	97	–	–	﹤0.01%	436
2015 Q3	$1K	Hold	97	–	–	﹤0.01%	436
2015 Q2	$1K	Hold	97	–	–	﹤0.01%	423
2015 Q1	$1K	Hold	97	–	–	﹤0.01%	411
2014 Q4	$1K	Hold	97	–	–	﹤0.01%	422
2014 Q3	$1K	Hold	97	–	–	﹤0.01%	431
2014 Q2	$1K	Hold	97	–	–	﹤0.01%	399
2014 Q1	$1K	Hold	97	–	–	﹤0.01%	383
2013 Q4	$1K	Buy	+97	New	+$1.13K	﹤0.01%	394

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

Blue Bell Private Wealth Management's NMZ Position: Q2 2026 in Review

Blue Bell Private Wealth Management opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 2,532 shares worth $26.8K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Blue Bell Private Wealth Management previously reported a position in NMZ as recently as Q3 2016.

Blue Bell Private Wealth Management first reported a position in NMZ in Q4 2013 and has held it in 13 quarters since. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Blue Bell Private Wealth Management held 2,532 shares of Nuveen Municipal High Income Opportunity Fund worth $26.8K as of Q2 2026.
Nuveen Municipal High Income Opportunity Fund was a new Blue Bell Private Wealth Management position in Q2 2026.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #497 holding.
Blue Bell Private Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2013 and has held it in 13 quarters since.
213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.