Cerity Partners’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Cerity Partners’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	$1.24M	Sell	117,347 -736	-0.6%	-$7.57K	﹤0.01%	1865
2026 Q1	$1.23M	Buy	+118,083	New	+$1.23M	﹤0.01%	1751
2025 Q2	–	Sell	-10,418	Closed	-$114K	–	2722
2025 Q1	$114K	Sell	10,418 -13,386	-56%	-$148K	﹤0.01%	2307
2024 Q4	$278K	Sell	23,804 -23,804	-50%	-$269K	﹤0.01%	2075
2024 Q3	$555K	Buy	47,608 +21,390	+82%	+$238K	﹤0.01%	1720
2024 Q2	$283K	Sell	26,218 -5,543	-17%	-$58.2K	﹤0.01%	1856
2024 Q1	$335K	Sell	31,761 -492	-2%	-$5K	﹤0.01%	1803
2023 Q4	$319K	Buy	+32,253	New	+$301K	﹤0.01%	1484

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

Cerity Partners's NMZ Position: Q2 2026 in Review

Cerity Partners reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 0.62% in Q2 2026, selling an estimated $7.57K and leaving 117,347 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Cerity Partners first reported a position in NMZ in Q4 2023 and has held it in 8 quarters since. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Cerity Partners held 117,347 shares of Nuveen Municipal High Income Opportunity Fund worth $1.24M as of Q2 2026.
Cerity Partners sold 736 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $7.57K.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1865 holding.
Cerity Partners first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and has held it in 8 quarters since.
213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.