First Foundation Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

First Foundation Advisors’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 Q2	–	Sell	-10,000	Closed	-$109K	–	345
2025 Q1	$109K	Sell	10,000 -1,425	-12%	-$15.8K	﹤0.01%	329
2024 Q4	$124K	Buy	11,425 +1,425	+14%	+$16.1K	﹤0.01%	336
2024 Q3	$117K	Hold	10,000	–	–	﹤0.01%	345
2024 Q2	$108K	Hold	10,000	–	–	﹤0.01%	359
2024 Q1	$106K	Hold	10,000	–	–	﹤0.01%	374
2023 Q4	$98.8K	Hold	10,000	–	–	﹤0.01%	382
2023 Q3	$92.8K	Hold	10,000	–	–	﹤0.01%	408
2023 Q2	$106K	Hold	10,000	–	–	﹤0.01%	401
2023 Q1	$108K	Hold	10,000	–	–	0.01%	379
2022 Q4	$103K	Hold	10,000	–	–	0.01%	387
2022 Q3	$103K	Hold	10,000	–	–	0.01%	369
2022 Q2	$117K	Buy	+10,000	New	+$120K	0.01%	386
2015 Q2	–	Sell	-14,942	Closed	-$207K	–	260
2015 Q1	$207K	Buy	14,942 +2,650	+22%	+$36.5K	0.02%	216
2014 Q4	$165K	Buy	12,292 +2,000	+19%	+$26.5K	0.01%	226
2014 Q3	$134K	Buy	+10,292	New	+$133K	0.01%	219

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

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

MPW

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

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

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

First Foundation Advisors's NMZ Position: Q2 2025 in Review

First Foundation Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2025, closing a stake of 10,000 shares — an estimated $109K sold.

First Foundation Advisors first reported a position in NMZ in Q3 2014 and held it in 15 quarters. The position peaked at $207K in Q1 2015. 127 funds tracked by Wall St. Rank hold NMZ as of Q2 2025.

First Foundation Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2025 after selling out during the quarter.
First Foundation Advisors sold 10,000 Nuveen Municipal High Income Opportunity Fund shares in Q2 2025, an estimated $109K.
First Foundation Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2014 and held it in 15 quarters.
First Foundation Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $207K in Q1 2015.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2025.

Based on First Foundation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.