Focus Financial Network’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Focus Financial Network’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	–	Sell	-10,484	Closed	-$110K	–	785
2026 Q1	$110K	Buy	+10,484	New	+$110K	﹤0.01%	723
2025 Q4	–	Sell	-30,301	Closed	-$323K	–	751
2025 Q3	$323K	Buy	30,301 +874	+3%	+$8.92K	0.01%	579
2025 Q2	$308K	Sell	29,427 -24,041	-45%	-$249K	0.01%	561
2025 Q1	$587K	Sell	53,468 -5,959	-10%	-$66.1K	0.02%	385
2024 Q4	$642K	Buy	59,427 +18,301	+44%	+$206K	0.03%	356
2024 Q3	$481K	Buy	+41,126	New	+$458K	0.02%	411

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

Focus Financial Network's NMZ Position: Q2 2026 in Review

Focus Financial Network sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026, closing a stake of 10,484 shares — an estimated $110K sold.

Focus Financial Network first reported a position in NMZ in Q3 2024 and held it in 6 quarters. The position peaked at $642K in Q4 2024. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Focus Financial Network reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Focus Financial Network sold 10,484 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $110K.
Focus Financial Network first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2024 and held it in 6 quarters.
Focus Financial Network's Nuveen Municipal High Income Opportunity Fund position peaked at $642K in Q4 2024.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.