BCG
NMZ icon

Breakwater Capital Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Breakwater Capital Group’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
Q3 		$1M Buy
111,971
+1,196
+1% +$11.9K 0.12% 170
2026
Q2 		$1.17M Buy
+110,775
New +$1.14M 0.14% 154

Other funds holding NMZ

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Breakwater Capital Group's NMZ Position: Q3 2026 in Review

Breakwater Capital Group increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 1.1% in Q3 2026, buying an estimated $11.9K and bringing the position to 111,971 shares worth $1M. The position accounts for 0.12% of the portfolio, ranked #170.

Breakwater Capital Group first reported a position in NMZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.17M in Q2 2026. 8 funds tracked by Wall St. Rank hold NMZ as of Q3 2026.

  • Breakwater Capital Group held 111,971 shares of Nuveen Municipal High Income Opportunity Fund worth $1M as of Q3 2026.
  • Breakwater Capital Group bought 1,196 Nuveen Municipal High Income Opportunity Fund shares in Q3 2026, an estimated $11.9K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.12% of Breakwater Capital Group's portfolio in Q3 2026, its #170 holding.
  • Breakwater Capital Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2026 and has held it in 2 quarters since.
  • Breakwater Capital Group's Nuveen Municipal High Income Opportunity Fund position peaked at $1.17M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2026.

Based on Breakwater Capital Group's 13F filing for Q3 2026, filed 9 Oct 2026.