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Hennion & Walsh Asset Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Hennion & Walsh Asset Management’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 		$23.4M Buy
2,217,036
+577,934
+35% +$5.94M 0.67% 22
2026
Q1 		$17M Buy
1,639,102
+498,545
+44% +$5.21M 0.57% 27
2025
Q4 		$11.6M Buy
1,140,557
+416,337
+57% +$4.39M 0.4% 41
2025
Q3 		$7.67M Sell
724,220
-27,410
-4% -$280K 0.28% 67
2025
Q2 		$7.79M Sell
751,630
-11,481
-2% -$119K 0.31% 57
2025
Q1 		$8.33M Buy
763,111
+141,577
+23% +$1.57M 0.37% 43
2024
Q4 		$6.72M Buy
621,534
+412,051
+197% +$4.65M 0.3% 63
2024
Q3 		$2.44M Buy
209,483
+155,653
+289% +$1.73M 0.11% 228
2024
Q2 		$581K Buy
53,830
+3,047
+6% +$32K 0.03% 548
2024
Q1 		$536K Buy
50,783
+19,830
+64% +$202K 0.03% 547
2023
Q4 		$306K Buy
30,953
+9,158
+42% +$85.5K 0.02% 674
2023
Q3 		$202K Buy
+21,795
New +$223K 0.01% 745
2021
Q4 		– Sell
-475,222
Closed -$7.01M – 772
2021
Q3 		$7.01M Sell
475,222
-7,330
-2% -$113K 0.37% 59
2021
Q2 		$7.43M Sell
482,552
-7,288
-1% -$109K 0.4% 55
2021
Q1 		$7.07M Buy
+489,840
New +$7.04M 0.42% 49

Other funds holding NMZ

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
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 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
EWA
EQ Wealth Advisors Dallas, Texas $182M AUM 11.84% 1-Year Est. Return

Hennion & Walsh Asset Management's NMZ Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 35% in Q2 2026, buying an estimated $5.94M and bringing the position to 2,217,036 shares worth $23.4M. The position accounts for 0.67% of the portfolio, ranked #22.

Hennion & Walsh Asset Management first reported a position in NMZ in Q1 2021 and has held it in 15 quarters since. 61 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Hennion & Walsh Asset Management held 2,217,036 shares of Nuveen Municipal High Income Opportunity Fund worth $23.4M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 577,934 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $5.94M.
  • Nuveen Municipal High Income Opportunity Fund made up 0.67% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #22 holding.
  • Hennion & Walsh Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2021 and has held it in 15 quarters since.
  • 61 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.