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 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 $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Everstar Asset Management's NMZ Position: Q1 2026 in Review

Everstar Asset Management reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 5.1% in Q1 2026, selling an estimated $18.6K and leaving 33,474 shares worth $347K. The position accounts for 0.18% of the portfolio, ranked #137.

Everstar Asset Management first reported a position in NMZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $817K in Q3 2024. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

Everstar Asset Management held 33,474 shares of Nuveen Municipal High Income Opportunity Fund worth $347K as of Q1 2026.
Everstar Asset Management sold 1,784 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $18.6K.
Nuveen Municipal High Income Opportunity Fund made up 0.18% of Everstar Asset Management's portfolio in Q1 2026, its #137 holding.
Everstar Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's Nuveen Municipal High Income Opportunity Fund position peaked at $817K in Q3 2024.
137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.