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

Kestra Private Wealth 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
2025
Q4 		– Sell
-16,907
Closed -$179K – 1781
2025
Q3 		$179K Buy
16,907
+3,034
+22% +$31K ﹤0.01% 1568
2025
Q2 		$144K Buy
13,873
+33
+0.2% +$342 ﹤0.01% 1535
2025
Q1 		$151K Buy
13,840
+20
+0.1% +$222 ﹤0.01% 1420
2024
Q4 		$149K Buy
13,820
+1,720
+14% +$19.4K ﹤0.01% 1343
2024
Q3 		$141K Hold
12,100
– – ﹤0.01% 1297
2024
Q2 		$131K Hold
12,100
– – ﹤0.01% 1276
2024
Q1 		$128K Hold
12,100
– – ﹤0.01% 1229
2023
Q4 		$120K Buy
12,100
+600
+5% +$5.6K ﹤0.01% 1139
2023
Q3 		$107K Sell
11,500
-506
-4% -$5.17K ﹤0.01% 1082
2023
Q2 		$127K Sell
12,006
-1,347
-10% -$14.3K ﹤0.01% 993
2023
Q1 		$144K Sell
13,353
-4,781
-26% -$50.5K 0.01% 958
2022
Q4 		$188K Sell
18,134
-4,468
-20% -$46.6K 0.01% 813
2022
Q3 		$232K Buy
22,602
+133
+0.6% +$1.56K 0.01% 732
2022
Q2 		$263K Buy
22,469
+5,225
+30% +$62.8K 0.02% 695
2022
Q1 		$224K Hold
17,244
– – 0.01% 849
2021
Q4 		$261K Sell
17,244
-104
-0.6% -$1.54K 0.01% 825
2021
Q3 		$256K Buy
17,348
+2,608
+18% +$40.1K 0.01% 770
2021
Q2 		$227K Buy
14,740
+712
+5% +$10.6K 0.01% 765
2021
Q1 		$202K Buy
+14,028
New +$201K 0.01% 735

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Kestra Private Wealth Services's NMZ Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2025, closing a stake of 16,907 shares — an estimated $179K sold.

Kestra Private Wealth Services first reported a position in NMZ in Q1 2021 and held it in 19 quarters. The position peaked at $263K in Q2 2022. 131 funds tracked by Wall St. Rank hold NMZ as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 16,907 Nuveen Municipal High Income Opportunity Fund shares in Q4 2025, an estimated $179K.
  • Kestra Private Wealth Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2021 and held it in 19 quarters.
  • Kestra Private Wealth Services's Nuveen Municipal High Income Opportunity Fund position peaked at $263K in Q2 2022.
  • 131 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.