Focus Partners Wealth
NMZ icon

Focus Partners Wealth’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Focus Partners Wealth’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 		$1.03M Buy
97,723
+62,494
+177% +$642K ﹤0.01% 1642
2026
Q1 		$366K Hold
35,229
– – ﹤0.01% 2080
2025
Q4 		$359K Buy
+35,229
New +$372K ﹤0.01% 2127

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Focus Partners Wealth's NMZ Position: Q2 2026 in Review

Focus Partners Wealth increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 177% in Q2 2026, buying an estimated $642K and bringing the position to 97,723 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Focus Partners Wealth first reported a position in NMZ in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Focus Partners Wealth held 97,723 shares of Nuveen Municipal High Income Opportunity Fund worth $1.03M as of Q2 2026.
  • Focus Partners Wealth bought 62,494 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $642K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1642 holding.
  • Focus Partners Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.