High Net Worth Advisory Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

High Net Worth Advisory Group’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 Q1	$1.46M	Sell	140,264 -10,782	-7%	-$113K	0.34%	70
2025 Q4	$1.54M	Sell	151,046 -78,693	-34%	-$830K	0.35%	67
2025 Q3	$2.43M	Buy	229,739 +4,207	+2%	+$43K	0.59%	45
2025 Q2	$2.34M	Sell	225,532 -25,649	-10%	-$266K	0.62%	44
2025 Q1	$2.74M	Sell	251,181 -12,912	-5%	-$143K	0.77%	35
2024 Q4	$2.85M	Sell	264,093 -33,976	-11%	-$383K	0.8%	34
2024 Q3	$3.48M	Buy	298,069 +38,217	+15%	+$425K	0.95%	28
2024 Q2	$2.8M	Buy	259,852 +50,156	+24%	+$527K	0.85%	27
2024 Q1	$2.21M	Buy	209,696 +26,275	+14%	+$267K	0.7%	36
2023 Q4	$1.81M	Sell	183,421 -4,956	-3%	-$46.3K	0.67%	37
2023 Q3	$1.75M	Buy	188,377 +169	+0.1%	+$1.73K	0.7%	37
2023 Q2	$1.99M	Buy	188,208 +1,663	+0.9%	+$17.7K	0.77%	34
2023 Q1	$2.01M	Buy	186,545 +3,607	+2%	+$38.1K	0.82%	28
2022 Q4	$1.89M	Buy	182,938 +66,929	+58%	+$699K	0.74%	31
2022 Q3	$1.19M	Buy	116,009 +7,687	+7%	+$90.3K	0.51%	51
2022 Q2	$1.27M	Buy	108,322 +41,822	+63%	+$502K	0.53%	51
2022 Q1	$865K	Buy	66,500 +25,500	+62%	+$355K	0.31%	72
2021 Q4	$620K	Buy	+41,000	New	+$608K	0.22%	95

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

High Net Worth Advisory Group's NMZ Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 7.1% in Q1 2026, selling an estimated $113K and leaving 140,264 shares worth $1.46M. The position accounts for 0.34% of the portfolio, ranked #70.

High Net Worth Advisory Group first reported a position in NMZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.48M in Q3 2024. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

High Net Worth Advisory Group held 140,264 shares of Nuveen Municipal High Income Opportunity Fund worth $1.46M as of Q1 2026.
High Net Worth Advisory Group sold 10,782 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $113K.
Nuveen Municipal High Income Opportunity Fund made up 0.34% of High Net Worth Advisory Group's portfolio in Q1 2026, its #70 holding.
High Net Worth Advisory Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Nuveen Municipal High Income Opportunity Fund position peaked at $3.48M in Q3 2024.
137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.