Diversify Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Diversify Wealth Management’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	$153K	Hold	15,000	–	–	﹤0.01%	1209
2026 Q1	$152K	Buy	15,000 +5,000	+50%	+$52.2K	﹤0.01%	1106
2025 Q4	$105K	Hold	10,000	–	–	﹤0.01%	611
2025 Q3	$107K	Hold	10,000	–	–	0.01%	529
2025 Q2	$101K	Hold	10,000	–	–	0.01%	528
2025 Q1	$105K	Hold	10,000	–	–	0.01%	503
2024 Q4	$109K	Buy	+10,000	New	+$113K	0.01%	504

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

Diversify Wealth Management's NMZ Position: Q2 2026 in Review

Diversify Wealth Management held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q2 2026 at 15,000 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Diversify Wealth Management first reported a position in NMZ in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Diversify Wealth Management held 15,000 shares of Nuveen Municipal High Income Opportunity Fund worth $153K as of Q2 2026.
Diversify Wealth Management left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q2 2026.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1209 holding.
Diversify Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.