Everstar Asset Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Everstar Asset 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	$397K	Buy	37,529 +4,055	+12%	+$41.7K	0.19%	133
2026 Q1	$347K	Sell	33,474 -1,784	-5%	-$18.6K	0.18%	137
2025 Q4	$359K	Sell	35,258 -3,800	-10%	-$40.1K	0.19%	135
2025 Q3	$414K	Sell	39,058 -906	-2%	-$9.25K	0.23%	124
2025 Q2	$414K	Hold	39,964	–	–	0.25%	123
2025 Q1	$436K	Sell	39,964 -2,506	-6%	-$27.8K	0.29%	110
2024 Q4	$459K	Sell	42,470 -27,614	-39%	-$311K	0.32%	82
2024 Q3	$817K	Buy	+70,084	New	+$780K	0.56%	49

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

Everstar Asset Management's NMZ Position: Q2 2026 in Review

Everstar Asset Management increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 12% in Q2 2026, buying an estimated $41.7K and bringing the position to 37,529 shares worth $397K. The position accounts for 0.19% of the portfolio, ranked #133.

Everstar Asset Management first reported a position in NMZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $817K in Q3 2024. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Everstar Asset Management held 37,529 shares of Nuveen Municipal High Income Opportunity Fund worth $397K as of Q2 2026.
Everstar Asset Management bought 4,055 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $41.7K.
Nuveen Municipal High Income Opportunity Fund made up 0.19% of Everstar Asset Management's portfolio in Q2 2026, its #133 holding.
Everstar Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Nuveen Municipal High Income Opportunity Fund position peaked at $817K in Q3 2024.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.