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HBK Sorce Advisory’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

HBK Sorce Advisory’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
-17,569
Closed -$180K – 695
2026
Q1 		$180K Buy
+17,569
New +$184K ﹤0.01% 612

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SIA
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HWAM
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Raymond James Financial
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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

HBK Sorce Advisory's NMZ Position: Q2 2026 in Review

HBK Sorce Advisory sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026, closing a stake of 17,569 shares — an estimated $180K sold.

HBK Sorce Advisory first reported a position in NMZ in Q1 2026 and held it in 1 quarter. The position peaked at $180K in Q1 2026. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • HBK Sorce Advisory reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 17,569 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $180K.
  • HBK Sorce Advisory first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2026 and held it in 1 quarter.
  • HBK Sorce Advisory's Nuveen Municipal High Income Opportunity Fund position peaked at $180K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.