Creative Planning’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Creative Planning’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	$307K	Buy	29,062 +8,581	+42%	+$88.2K	﹤0.01%	3545
2026 Q1	$213K	Buy	20,481 +3,149	+18%	+$32.9K	﹤0.01%	3685
2025 Q4	$177K	Hold	17,332	–	–	﹤0.01%	3591
2025 Q3	$184K	Sell	17,332 -214	-1%	-$2.19K	﹤0.01%	3523
2025 Q2	$182K	Hold	17,546	–	–	﹤0.01%	3256
2025 Q1	$191K	Buy	+17,546	New	+$195K	﹤0.01%	3089
2023 Q4	–	Sell	-45,772	Closed	-$425K	–	2973
2023 Q3	$425K	Buy	+45,772	New	+$468K	﹤0.01%	1669
2017 Q4	–	Sell	-36,620	Closed	-$498K	–	1975
2017 Q3	$498K	Buy	36,620 +21,900	+149%	+$297K	﹤0.01%	1062
2017 Q2	$198K	Hold	14,720	–	–	﹤0.01%	1525
2017 Q1	$194K	Sell	14,720 -4,200	-22%	-$54.7K	﹤0.01%	1513
2016 Q4	$242K	Buy	18,920 +4,200	+29%	+$55.6K	﹤0.01%	1307
2016 Q3	$214K	Hold	14,720	–	–	﹤0.01%	1369
2016 Q2	$219K	Hold	14,720	–	–	﹤0.01%	1212
2016 Q1	$206K	Buy	14,720 +2,000	+16%	+$27.8K	﹤0.01%	1199
2015 Q4	$176K	Sell	12,720 -1,914	-13%	-$26.1K	﹤0.01%	1277
2015 Q3	$194K	Sell	14,634 -2,000	-12%	-$26.7K	﹤0.01%	1214
2015 Q2	$217K	Buy	16,634 +12,014	+260%	+$162K	﹤0.01%	850
2015 Q1	$64K	Sell	4,620 -750	-14%	-$10.3K	﹤0.01%	1847
2014 Q4	$72K	Buy	5,370 +1,400	+35%	+$18.5K	﹤0.01%	1744
2014 Q3	$52K	Hold	3,970	–	–	﹤0.01%	1893
2014 Q2	$53K	Hold	3,970	–	–	﹤0.01%	1847
2014 Q1	$50K	Sell	3,970 -165	-4%	-$2.07K	﹤0.01%	1800
2013 Q4	$50K	Sell	4,135 -236,100	-98%	-$2.76M	﹤0.01%	1609
2013 Q3	$2.8M	Buy	240,235 +96,485	+67%	+$1.12M	0.06%	116
2013 Q2	$1.82M	Buy	+143,750	New	+$1.92M	0.04%	142

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

Creative Planning's NMZ Position: Q2 2026 in Review

Creative Planning increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 42% in Q2 2026, buying an estimated $88.2K and bringing the position to 29,062 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #3545.

Creative Planning first reported a position in NMZ in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.8M in Q3 2013. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Creative Planning held 29,062 shares of Nuveen Municipal High Income Opportunity Fund worth $307K as of Q2 2026.
Creative Planning bought 8,581 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $88.2K.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3545 holding.
Creative Planning first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and has held it in 25 quarters since.
Creative Planning's Nuveen Municipal High Income Opportunity Fund position peaked at $2.8M in Q3 2013.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.