GAFA
NMZ icon

Garton & Associates Financial Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Garton & Associates Financial 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
2026
Q2 		– Sell
-10,262
Closed -$107K – 50
2026
Q1 		$107K Buy
10,262
+1,400
+16% +$14.6K 0.09% 115
2025
Q4 		$90.3K Buy
+8,862
New +$93.5K 0.05% 251

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

Garton & Associates Financial Advisors's NMZ Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026, closing a stake of 10,262 shares — an estimated $107K sold.

Garton & Associates Financial Advisors first reported a position in NMZ in Q4 2025 and held it in 2 quarters. The position peaked at $107K in Q1 2026. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 10,262 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $107K.
  • Garton & Associates Financial Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $107K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.