Diversify Advisory Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Diversify Advisory Services’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 Q3	$137K	Hold	15,000	–	–	﹤0.01%	1244
2026 Q2	$153K	Buy	+15,000	New	+$154K	﹤0.01%	1209
2024 Q4	–	Sell	-10,000	Closed	-$114K	–	669
2024 Q3	$114K	Hold	10,000	–	–	0.01%	620
2024 Q2	$107K	Hold	10,000	–	–	0.01%	616
2024 Q1	$104K	Buy	+10,000	New	+$102K	0.01%	621

Other funds holding NMZ

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Diversify Advisory Services's NMZ Position: Q3 2026 in Review

Diversify Advisory Services held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q3 2026 at 15,000 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Diversify Advisory Services first reported a position in NMZ in Q1 2024 and has held it in 5 quarters since. The position peaked at $153K in Q2 2026. 43 funds tracked by Wall St. Rank hold NMZ as of Q3 2026.

Diversify Advisory Services held 15,000 shares of Nuveen Municipal High Income Opportunity Fund worth $137K as of Q3 2026.
Diversify Advisory Services left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q3 2026.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1244 holding.
Diversify Advisory Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2024 and has held it in 5 quarters since.
Diversify Advisory Services's Nuveen Municipal High Income Opportunity Fund position peaked at $153K in Q2 2026.
43 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.