EWG Elevate’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

EWG Elevate’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
2025 Q3	$189K	Hold	17,825	–	–	0.06%	115
2025 Q2	$185K	Hold	17,825	–	–	0.06%	139
2025 Q1	$194K	Buy	17,825 +4,300	+32%	+$47.7K	0.07%	119
2024 Q4	$146K	Hold	13,525	–	–	0.04%	146
2024 Q3	$158K	Hold	13,525	–	–	0.06%	109
2024 Q2	$146K	Hold	13,525	–	–	0.05%	129
2024 Q1	$143K	Hold	13,525	–	–	0.05%	119
2023 Q4	$134K	Hold	13,525	–	–	0.06%	102
2023 Q3	$126K	Hold	13,525	–	–	0.06%	88
2023 Q2	$143K	Hold	13,525	–	–	0.06%	93
2023 Q1	$146K	Hold	13,525	–	–	0.06%	87
2022 Q4	$140K	Buy	+13,525	New	+$141K	0.07%	92

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

MPW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EWG Elevate's NMZ Position: Q3 2025 in Review

EWG Elevate held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q3 2025 at 17,825 shares worth $189K. The position accounts for 0.06% of the portfolio, ranked #115.

EWG Elevate first reported a position in NMZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $194K in Q1 2025. 124 funds tracked by Wall St. Rank hold NMZ as of Q3 2025.

EWG Elevate held 17,825 shares of Nuveen Municipal High Income Opportunity Fund worth $189K as of Q3 2025.
EWG Elevate left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q3 2025.
Nuveen Municipal High Income Opportunity Fund made up 0.06% of EWG Elevate's portfolio in Q3 2025, its #115 holding.
EWG Elevate first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and has held it in 12 quarters since.
EWG Elevate's Nuveen Municipal High Income Opportunity Fund position peaked at $194K in Q1 2025.
124 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.