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

Kercheville 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 Q1	$182K	Buy	17,579 +16	+0.1%	+$167	0.06%	100
2025 Q4	$182K	Buy	17,563 +32	+0.2%	+$337	0.05%	112
2025 Q3	$186K	Buy	17,531 +24	+0.1%	+$245	0.06%	98
2025 Q2	$182K	Buy	17,507 +23	+0.1%	+$239	0.06%	94
2025 Q1	$191K	Buy	17,484 +14	+0.1%	+$155	0.08%	79
2024 Q4	$189K	Buy	17,470 +28	+0.2%	+$316	0.07%	85
2024 Q3	$203K	Buy	17,442 +2,520	+17%	+$28K	0.09%	77
2024 Q2	$161K	Buy	14,922 +16	+0.1%	+$168	0.07%	77
2024 Q1	$157K	Buy	14,906 +10	+0.1%	+$102	0.07%	79
2023 Q4	$147K	Buy	14,896 +20	+0.1%	+$187	0.08%	72
2023 Q3	$138K	Buy	14,876 +15	+0.1%	+$153	0.09%	67
2023 Q2	$157K	Buy	14,861 +14	+0.1%	+$149	0.1%	69
2023 Q1	$160K	Buy	14,847 +9	+0.1%	+$95	0.11%	67
2022 Q4	$153K	Buy	14,838 +22	+0.1%	+$230	0.11%	74
2022 Q3	$152K	Buy	14,816 +16	+0.1%	+$188	0.16%	68
2022 Q2	$173K	Buy	14,800 +16	+0.1%	+$192	0.11%	79
2022 Q1	$192K	Buy	14,784 +10	+0.1%	+$139	0.09%	93
2021 Q4	$223K	Buy	14,774 +4	+0%	+$59	0.1%	104
2021 Q3	$218K	Hold	14,770	–	–	0.1%	98
2021 Q2	$227K	Hold	14,770	–	–	0.11%	107
2021 Q1	$212K	Hold	14,770	–	–	0.11%	105
2020 Q4	$212K	Buy	+14,770	New	+$202K	0.12%	99

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

Kercheville Advisors's NMZ Position: Q1 2026 in Review

Kercheville Advisors increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 0.09% in Q1 2026, buying an estimated $167 and bringing the position to 17,579 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #100.

Kercheville Advisors first reported a position in NMZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $227K in Q2 2021. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

Kercheville Advisors held 17,579 shares of Nuveen Municipal High Income Opportunity Fund worth $182K as of Q1 2026.
Kercheville Advisors bought 16 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $167.
Nuveen Municipal High Income Opportunity Fund made up 0.06% of Kercheville Advisors's portfolio in Q1 2026, its #100 holding.
Kercheville Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2020 and has held it in 22 quarters since.
Kercheville Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $227K in Q2 2021.
137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.