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 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 $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Concurrent Investment Advisors's NMZ Position: Q1 2026 in Review

Concurrent Investment Advisors held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q1 2026 at 11,964 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Concurrent Investment Advisors first reported a position in NMZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $139K in Q3 2024. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

Concurrent Investment Advisors held 11,964 shares of Nuveen Municipal High Income Opportunity Fund worth $124K as of Q1 2026.
Concurrent Investment Advisors left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q1 2026.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1806 holding.
Concurrent Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2024 and has held it in 7 quarters since.
Concurrent Investment Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $139K in Q3 2024.
137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.