Hudson Valley Investment Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Hudson Valley Investment Advisors’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
2025 Q4	–	Sell	-11,500	Closed	-$122K	–	166
2025 Q3	$122K	Hold	11,500	–	–	0.01%	171
2025 Q2	$119K	Hold	11,500	–	–	0.01%	168
2025 Q1	$125K	Hold	11,500	–	–	0.02%	162
2024 Q4	$124K	Hold	11,500	–	–	0.01%	170
2024 Q3	$134K	Hold	11,500	–	–	0.01%	168
2024 Q2	$114K	Hold	11,500	–	–	0.01%	176
2024 Q1	$121K	Hold	11,500	–	–	0.01%	173
2023 Q4	$114K	Hold	11,500	–	–	0.02%	176
2023 Q3	$107K	Hold	11,500	–	–	0.02%	179
2023 Q2	$122K	Sell	11,500 -500	-4%	-$5.31K	0.02%	196
2023 Q1	$130K	Hold	12,000	–	–	0.02%	201
2022 Q4	$124K	Buy	12,000 +500	+4%	+$5.22K	0.02%	210
2022 Q3	$118K	Hold	11,500	–	–	0.02%	206
2022 Q2	$135K	Hold	11,500	–	–	0.02%	199
2022 Q1	$150K	Hold	11,500	–	–	0.02%	202
2021 Q4	$174K	Hold	11,500	–	–	0.03%	179
2021 Q3	$170K	Hold	11,500	–	–	0.03%	177
2021 Q2	$177K	Hold	11,500	–	–	0.03%	173
2021 Q1	$166K	Hold	11,500	–	–	0.03%	167
2020 Q4	$166K	Hold	11,500	–	–	0.03%	156
2020 Q3	$155K	Hold	11,500	–	–	0.03%	148
2020 Q2	$152K	Hold	11,500	–	–	0.04%	150
2020 Q1	$143K	Hold	11,500	–	–	0.04%	142
2019 Q4	$163K	Hold	11,500	–	–	0.03%	158
2019 Q3	$164K	Hold	11,500	–	–	0.04%	157
2019 Q2	$161K	Hold	11,500	–	–	0.04%	165
2019 Q1	$156K	Sell	11,500 -10,500	-48%	-$134K	0.04%	150
2018 Q4	$281K	Buy	22,000 +12,000	+120%	+$142K	0.06%	134
2018 Q3	$126K	Hold	10,000	–	–	0.03%	137
2018 Q2	$127K	Hold	10,000	–	–	0.03%	144
2018 Q1	$125K	Buy	+10,000	New	+$131K	0.03%	143

Other funds holding NMZ

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

MPW

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

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

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Hudson Valley Investment Advisors's NMZ Position: Q4 2025 in Review

Hudson Valley Investment Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2025, closing a stake of 11,500 shares — an estimated $122K sold.

Hudson Valley Investment Advisors first reported a position in NMZ in Q1 2018 and held it in 31 quarters. The position peaked at $281K in Q4 2018. 131 funds tracked by Wall St. Rank hold NMZ as of Q4 2025.

Hudson Valley Investment Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
Hudson Valley Investment Advisors sold 11,500 Nuveen Municipal High Income Opportunity Fund shares in Q4 2025, an estimated $122K.
Hudson Valley Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2018 and held it in 31 quarters.
Hudson Valley Investment Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $281K in Q4 2018.
131 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2025.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.