Key Financial Inc’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Key Financial Inc’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	$30.3K	Buy	+2,868	New	+$29.5K	0.01%	645
2025 Q4	–	Sell	-11	Closed	-$117	–	1485
2025 Q3	$117	Hold	11	–	–	﹤0.01%	1423
2025 Q2	$114	Hold	11	–	–	﹤0.01%	1396
2025 Q1	$120	Hold	11	–	–	﹤0.01%	1354
2024 Q4	$119	Hold	11	–	–	﹤0.01%	1355
2024 Q3	$128	Hold	11	–	–	﹤0.01%	1322
2024 Q2	$119	Hold	11	–	–	﹤0.01%	1309
2024 Q1	$116	Hold	11	–	–	﹤0.01%	1282
2023 Q4	$109	Hold	11	–	–	﹤0.01%	1291
2023 Q3	$102	Hold	11	–	–	﹤0.01%	1314
2023 Q2	$116	Hold	11	–	–	﹤0.01%	1357
2023 Q1	$119	Hold	11	–	–	﹤0.01%	1142
2022 Q4	$113	Hold	11	–	–	﹤0.01%	1148
2022 Q3	$0	Hold	11	–	–	﹤0.01%	1160
2022 Q2	$0	Hold	11	–	–	﹤0.01%	1139
2022 Q1	$0	Hold	11	–	–	﹤0.01%	1095
2021 Q4	$0	Hold	11	–	–	﹤0.01%	985
2021 Q3	$0	Hold	11	–	–	﹤0.01%	941
2021 Q2	$0	Hold	11	–	–	﹤0.01%	881
2021 Q1	$0	Hold	11	–	–	﹤0.01%	791
2020 Q4	$0	Buy	+11	New	+$150	﹤0.01%	732
2020 Q2	–	Sell	-11	Closed	–	–	438
2020 Q1	$0	Buy	+11	New	+$152	﹤0.01%	710

Other funds holding NMZ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HNWAG

High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

Key Financial Inc's NMZ Position: Q2 2026 in Review

Key Financial Inc opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 2,868 shares worth $30.3K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Key Financial Inc previously reported a position in NMZ as recently as Q3 2025.

Key Financial Inc first reported a position in NMZ in Q1 2020 and has held it in 22 quarters since. 90 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Key Financial Inc held 2,868 shares of Nuveen Municipal High Income Opportunity Fund worth $30.3K as of Q2 2026.
Nuveen Municipal High Income Opportunity Fund was a new Key Financial Inc position in Q2 2026.
Nuveen Municipal High Income Opportunity Fund made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #645 holding.
Key Financial Inc first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2020 and has held it in 22 quarters since.
90 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.