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Green Ridge Wealth Planning’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$125K Hold
13,924
– – 0.05% 86
2026
Q2 		$147K Buy
+13,924
New +$143K 0.06% 91

Other funds holding NMZ

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Green Ridge Wealth Planning's NMZ Position: Q3 2026 in Review

Green Ridge Wealth Planning held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q3 2026 at 13,924 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #86.

Green Ridge Wealth Planning first reported a position in NMZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $147K in Q2 2026. 8 funds tracked by Wall St. Rank hold NMZ as of Q3 2026.

  • Green Ridge Wealth Planning held 13,924 shares of Nuveen Municipal High Income Opportunity Fund worth $125K as of Q3 2026.
  • Green Ridge Wealth Planning left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q3 2026.
  • Nuveen Municipal High Income Opportunity Fund made up 0.05% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #86 holding.
  • Green Ridge Wealth Planning first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2026 and has held it in 2 quarters since.
  • Green Ridge Wealth Planning's Nuveen Municipal High Income Opportunity Fund position peaked at $147K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.