Concurrent Investment Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Concurrent Investment 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	$140K	Buy	13,268 +1,304	+11%	+$13.4K	﹤0.01%	1999
2026 Q1	$124K	Hold	11,964	–	–	﹤0.01%	1806
2025 Q4	$122K	Hold	11,964	–	–	﹤0.01%	1687
2025 Q3	$127K	Hold	11,964	–	–	﹤0.01%	1406
2025 Q2	$124K	Hold	11,964	–	–	﹤0.01%	1315
2025 Q1	$131K	Hold	11,964	–	–	﹤0.01%	1167
2024 Q4	$129K	Hold	11,964	–	–	﹤0.01%	1035
2024 Q3	$139K	Buy	+11,964	New	+$133K	﹤0.01%	979

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

Concurrent Investment Advisors's NMZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 11% in Q2 2026, buying an estimated $13.4K and bringing the position to 13,268 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Concurrent Investment Advisors first reported a position in NMZ in Q3 2024 and has held it in 8 quarters since. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Concurrent Investment Advisors held 13,268 shares of Nuveen Municipal High Income Opportunity Fund worth $140K as of Q2 2026.
Concurrent Investment Advisors bought 1,304 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $13.4K.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1999 holding.
Concurrent Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2024 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.