Independent Financial Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Independent Financial 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 Q2	$106K	Hold	10,063	–	–	﹤0.01%	1519
2026 Q1	$104K	Buy	10,063 +63	+0.6%	+$658	﹤0.01%	1422
2025 Q4	$102K	Sell	10,000 -3,000	-23%	-$31.6K	﹤0.01%	1380
2025 Q3	$138K	Sell	13,000 -10,000	-43%	-$102K	﹤0.01%	1320
2025 Q2	$239K	Sell	23,000 -11,000	-32%	-$114K	0.01%	1136
2025 Q1	$371K	Sell	34,000 -20,010	-37%	-$222K	0.01%	840
2024 Q4	$584K	Buy	54,010 +2,300	+4%	+$25.9K	0.02%	644
2024 Q3	$603K	Buy	+51,710	New	+$575K	0.02%	590

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

Independent Financial Group's NMZ Position: Q2 2026 in Review

Independent Financial Group held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q2 2026 at 10,063 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Independent Financial Group first reported a position in NMZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $603K in Q3 2024. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Independent Financial Group held 10,063 shares of Nuveen Municipal High Income Opportunity Fund worth $106K as of Q2 2026.
Independent Financial Group left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q2 2026.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1519 holding.
Independent Financial Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's Nuveen Municipal High Income Opportunity Fund position peaked at $603K in Q3 2024.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.