Kestra Advisory Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Kestra Advisory Services’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 Q3	$1.59M	Sell	177,644 -12,342	-6%	-$123K	﹤0.01%	1623
2026 Q2	$2.01M	Buy	189,986 +18,388	+11%	+$189K	0.01%	1356
2026 Q1	$1.78M	Buy	171,598 +18,716	+12%	+$196K	0.01%	1373
2025 Q4	$1.56M	Sell	152,882 -22,904	-13%	-$242K	0.01%	1368
2025 Q3	$1.86M	Buy	175,786 +8,670	+5%	+$88.5K	0.01%	1197
2025 Q2	$1.73M	Buy	167,116 +3,799	+2%	+$39.4K	0.01%	1155
2025 Q1	$1.78M	Buy	163,317 +10,442	+7%	+$116K	0.01%	1040
2024 Q4	$1.65M	Sell	152,875 -14,688	-9%	-$166K	0.01%	1106
2024 Q3	$1.95M	Buy	167,563 +1,578	+1%	+$17.6K	0.01%	965
2024 Q2	$1.79M	Sell	165,985 -3,251	-2%	-$34.1K	0.01%	1021
2024 Q1	$1.79M	Buy	169,236 +3,896	+2%	+$39.6K	0.01%	935
2023 Q4	$1.63M	Sell	165,340 -1,969	-1%	-$18.4K	0.01%	891
2023 Q3	$1.55M	Sell	167,309 -2,013	-1%	-$20.6K	0.02%	791
2023 Q2	$1.79M	Sell	169,322 -791	-0.5%	-$8.4K	0.02%	717
2023 Q1	$1.84M	Buy	170,113 +10,099	+6%	+$107K	0.02%	683
2022 Q4	$1.65M	Sell	160,014 -19,359	-11%	-$202K	0.01%	825
2022 Q3	$1.84M	Buy	179,373 +139	+0.1%	+$1.63K	0.02%	699
2022 Q2	$2.1M	Sell	179,234 -6,157	-3%	-$74K	0.02%	659
2022 Q1	$2.41M	Buy	185,391 +7,298	+4%	+$102K	0.03%	607
2021 Q4	$2.69M	Buy	178,093 +6,698	+4%	+$99.3K	0.03%	583
2021 Q3	$2.53M	Buy	171,395 +59,699	+53%	+$918K	0.03%	616
2021 Q2	$1.72M	Buy	111,696 +6,328	+6%	+$94.5K	0.02%	704
2021 Q1	$1.52M	Buy	105,368 +7,628	+8%	+$110K	0.02%	691
2020 Q4	$1.39M	Buy	97,740 +22,994	+31%	+$314K	0.02%	724
2020 Q3	$1.01M	Buy	+74,746	New	+$1.01M	0.02%	612

Other funds holding NMZ

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return

Kestra Advisory Services's NMZ Position: Q3 2026 in Review

Kestra Advisory Services reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 6.5% in Q3 2026, selling an estimated $123K and leaving 177,644 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Kestra Advisory Services first reported a position in NMZ in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.69M in Q4 2021. 128 funds tracked by Wall St. Rank hold NMZ as of Q3 2026.

Kestra Advisory Services held 177,644 shares of Nuveen Municipal High Income Opportunity Fund worth $1.59M as of Q3 2026.
Kestra Advisory Services sold 12,342 Nuveen Municipal High Income Opportunity Fund shares in Q3 2026, an estimated $123K.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1623 holding.
Kestra Advisory Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's Nuveen Municipal High Income Opportunity Fund position peaked at $2.69M in Q4 2021.
128 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.