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

Core Wealth 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	$471K	Buy	44,599 +36	+0.1%	+$370	0.2%	106
2026 Q1	$463K	Buy	44,563 +23	+0.1%	+$240	0.22%	99
2025 Q4	$454K	Buy	44,540 +46	+0.1%	+$485	0.2%	98
2025 Q3	$471K	Buy	44,494 +34	+0.1%	+$347	0.22%	96
2025 Q2	$461K	Hold	44,460	–	–	0.23%	90
2025 Q1	$485K	Hold	44,460	–	–	0.28%	83
2024 Q4	$481K	Hold	44,460	–	–	0.28%	82
2024 Q3	$518K	Hold	44,460	–	–	0.31%	72
2024 Q2	$480K	Hold	44,460	–	–	0.33%	68
2024 Q1	$469K	Hold	44,460	–	–	0.35%	60
2023 Q4	$439K	Hold	44,460	–	–	0.36%	59
2023 Q3	$413K	Hold	44,460	–	–	0.37%	59
2023 Q2	$470K	Hold	44,460	–	–	0.43%	56
2023 Q1	$480K	Buy	44,460 +34,138	+331%	+$361K	0.48%	53
2022 Q4	$104K	Buy	+10,322	New	+$108K	0.12%	109

Other funds holding NMZ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MPW

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

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Core Wealth Partners's NMZ Position: Q2 2026 in Review

Core Wealth Partners increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 0.08% in Q2 2026, buying an estimated $370 and bringing the position to 44,599 shares worth $471K. The position accounts for 0.2% of the portfolio, ranked #106.

Core Wealth Partners first reported a position in NMZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $518K in Q3 2024. 41 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Core Wealth Partners held 44,599 shares of Nuveen Municipal High Income Opportunity Fund worth $471K as of Q2 2026.
Core Wealth Partners bought 36 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $370.
Nuveen Municipal High Income Opportunity Fund made up 0.2% of Core Wealth Partners's portfolio in Q2 2026, its #106 holding.
Core Wealth Partners first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Nuveen Municipal High Income Opportunity Fund position peaked at $518K in Q3 2024.
41 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.