Bogart Wealth LLC’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Bogart Wealth LLC’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	$37.6K	Buy	+3,555	New	+$36.5K	﹤0.01%	616
2024 Q2	–	Sell	-200	Closed	-$2.11K	–	1159
2024 Q1	$2.11K	Hold	200	–	–	﹤0.01%	900
2023 Q4	$1.98K	Hold	200	–	–	﹤0.01%	898
2023 Q3	$1.86K	Hold	200	–	–	﹤0.01%	889
2023 Q2	$2.11K	Hold	200	–	–	﹤0.01%	873
2023 Q1	$2.16K	Hold	200	–	–	﹤0.01%	898
2022 Q4	$2.07K	Buy	+200	New	+$2.09K	﹤0.01%	789
2021 Q2	–	Sell	-699	Closed	-$10K	–	715
2021 Q1	$10K	Hold	699	–	–	﹤0.01%	422
2020 Q4	$10K	Hold	699	–	–	﹤0.01%	321
2020 Q3	$9K	Hold	699	–	–	﹤0.01%	315
2020 Q2	$9K	Hold	699	–	–	﹤0.01%	299
2020 Q1	$9K	Hold	699	–	–	﹤0.01%	276
2019 Q4	$10K	Hold	699	–	–	﹤0.01%	285
2019 Q3	$10K	Hold	699	–	–	﹤0.01%	262
2019 Q2	$9K	Buy	+699	New	+$9.62K	0.01%	252

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

Bogart Wealth LLC's NMZ Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 3,555 shares worth $37.6K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in NMZ as recently as Q1 2024.

Bogart Wealth LLC first reported a position in NMZ in Q2 2019 and has held it in 15 quarters since. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Bogart Wealth LLC held 3,555 shares of Nuveen Municipal High Income Opportunity Fund worth $37.6K as of Q2 2026.
Nuveen Municipal High Income Opportunity Fund was a new Bogart Wealth LLC position in Q2 2026.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #616 holding.
Bogart Wealth LLC first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2019 and has held it in 15 quarters since.
213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.