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Dynamic Advisor Solutions’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Dynamic Advisor Solutions’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 		$215K Buy
20,299
+5,133
+34% +$52.8K 0.01% 973
2026
Q1 		$157K Buy
15,166
+79
+0.5% +$825 0.01% 933
2025
Q4 		$154K Buy
15,087
+360
+2% +$3.8K ﹤0.01% 912
2025
Q3 		$156K Buy
14,727
+1,713
+13% +$17.5K ﹤0.01% 910
2025
Q2 		$135K Buy
13,014
+238
+2% +$2.47K ﹤0.01% 876
2025
Q1 		$139K Buy
12,776
+721
+6% +$8K ﹤0.01% 823
2024
Q4 		$130K Buy
12,055
+346
+3% +$3.9K 0.01% 637
2024
Q3 		$137K Buy
11,709
+1,038
+10% +$11.5K ﹤0.01% 900
2024
Q2 		$115K Sell
10,671
-12
-0.1% -$126 ﹤0.01% 908
2024
Q1 		$113K Buy
10,683
+88
+0.8% +$895 ﹤0.01% 899
2023
Q4 		$104K Buy
10,595
+56
+0.5% +$523 ﹤0.01% 866
2023
Q3 		$97.8K Sell
10,539
-1,622
-13% -$16.6K ﹤0.01% 811
2023
Q2 		$129K Buy
12,161
+52
+0.4% +$552 0.01% 762
2023
Q1 		$131K Buy
+12,109
New +$128K 0.01% 715

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
CP
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
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 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

Dynamic Advisor Solutions's NMZ Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 34% in Q2 2026, buying an estimated $52.8K and bringing the position to 20,299 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #973.

Dynamic Advisor Solutions first reported a position in NMZ in Q1 2023 and has held it in 14 quarters since. 37 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Dynamic Advisor Solutions held 20,299 shares of Nuveen Municipal High Income Opportunity Fund worth $215K as of Q2 2026.
  • Dynamic Advisor Solutions bought 5,133 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $52.8K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #973 holding.
  • Dynamic Advisor Solutions first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2023 and has held it in 14 quarters since.
  • 37 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.