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

LexAurum 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
Q2 		$186K Buy
17,641
+498
+3% +$5.12K 0.02% 411
2026
Q1 		$178K Buy
+17,143
New +$179K 0.02% 387
2025
Q3 		$607K Buy
57,357
+796
+1% +$8.13K 0.09% 177
2025
Q2 		$587K Buy
56,561
+747
+1% +$7.75K 0.09% 179
2025
Q1 		$609K Buy
+55,814
New +$619K 0.12% 161

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
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

LexAurum Advisors's NMZ Position: Q2 2026 in Review

LexAurum Advisors increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 2.9% in Q2 2026, buying an estimated $5.12K and bringing the position to 17,641 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #411.

LexAurum Advisors first reported a position in NMZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $609K in Q1 2025. 44 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • LexAurum Advisors held 17,641 shares of Nuveen Municipal High Income Opportunity Fund worth $186K as of Q2 2026.
  • LexAurum Advisors bought 498 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $5.12K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.02% of LexAurum Advisors's portfolio in Q2 2026, its #411 holding.
  • LexAurum Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2025 and has held it in 5 quarters since.
  • LexAurum Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $609K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.