IBEX Wealth Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

IBEX Wealth 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
2026 Q2	$397K	Buy	37,521 +3,782	+11%	+$38.9K	0.03%	171
2026 Q1	$350K	Hold	33,739	–	–	0.03%	174
2025 Q4	$344K	Hold	33,739	–	–	0.03%	118
2025 Q3	$357K	Hold	33,739	–	–	0.03%	173
2025 Q2	$350K	Hold	33,739	–	–	0.04%	164
2025 Q1	$368K	Hold	33,739	–	–	0.05%	115
2024 Q4	$365K	Buy	+33,739	New	+$381K	0.04%	161
2023 Q1	–	Sell	-34,060	Closed	-$352K	–	141
2022 Q4	$352K	Hold	34,060	–	–	0.08%	147
2022 Q3	$350K	Hold	34,060	–	–	0.09%	119
2022 Q2	$399K	Sell	34,060 -3,522	-9%	-$42.3K	0.09%	118
2022 Q1	$489K	Buy	37,582 +7,189	+24%	+$100K	0.09%	117
2021 Q4	$460K	Buy	30,393 +11,649	+62%	+$173K	0.08%	129
2021 Q3	$277K	Hold	18,744	–	–	0.05%	150
2021 Q2	$288K	Hold	18,744	–	–	0.06%	146
2021 Q1	$270K	Hold	18,744	–	–	0.07%	107
2020 Q4	$270K	Buy	18,744 +2,468	+15%	+$33.7K	0.07%	99
2020 Q3	$220K	Buy	16,276 +700	+4%	+$9.44K	0.06%	94
2020 Q2	$205K	Buy	+15,576	New	+$196K	0.07%	97

Other funds holding NMZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

IBEX Wealth Advisors's NMZ Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 11% in Q2 2026, buying an estimated $38.9K and bringing the position to 37,521 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #171.

IBEX Wealth Advisors first reported a position in NMZ in Q2 2020 and has held it in 18 quarters since. The position peaked at $489K in Q1 2022. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

IBEX Wealth Advisors held 37,521 shares of Nuveen Municipal High Income Opportunity Fund worth $397K as of Q2 2026.
IBEX Wealth Advisors bought 3,782 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $38.9K.
Nuveen Municipal High Income Opportunity Fund made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #171 holding.
IBEX Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2020 and has held it in 18 quarters since.
IBEX Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $489K in Q1 2022.
213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.