GC
NMZ icon

Grimes & Company’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Grimes & Company’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 		$176K Buy
+16,671
New +$171K ﹤0.01% 436
2026
Q1 		– Sell
-13,767
Closed -$140K – 463
2025
Q4 		$140K Buy
+13,767
New +$145K ﹤0.01% 448

Other funds holding NMZ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Grimes & Company's NMZ Position: Q2 2026 in Review

Grimes & Company opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 16,671 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Grimes & Company previously reported a position in NMZ as recently as Q4 2025.

Grimes & Company first reported a position in NMZ in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Grimes & Company held 16,671 shares of Nuveen Municipal High Income Opportunity Fund worth $176K as of Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund was a new Grimes & Company position in Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Grimes & Company's portfolio in Q2 2026, its #436 holding.
  • Grimes & Company first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.