Melfa Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Melfa Wealth Management’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	$206K	Hold	19,802	–	–	0.12%	163
2025 Q4	$202K	Hold	19,802	–	–	0.12%	170
2025 Q3	$210K	Hold	19,802	–	–	0.12%	165
2025 Q2	$205K	Sell	19,802 -2,514	-11%	-$26.1K	0.13%	159
2025 Q1	$243K	Hold	22,316	–	–	0.16%	148
2024 Q4	$241K	Hold	22,316	–	–	0.16%	145
2024 Q3	$260K	Hold	22,316	–	–	0.17%	134
2024 Q2	$241K	Buy	22,316 +57	+0.3%	+$598	0.17%	135
2024 Q1	$235K	Buy	22,259 +106	+0.5%	+$1.08K	0.17%	138
2023 Q4	$219K	Buy	+22,153	New	+$207K	0.21%	103

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

Melfa Wealth Management's NMZ Position: Q1 2026 in Review

Melfa Wealth Management held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q1 2026 at 19,802 shares worth $206K. The position accounts for 0.12% of the portfolio, ranked #163.

Melfa Wealth Management first reported a position in NMZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $260K in Q3 2024. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

Melfa Wealth Management held 19,802 shares of Nuveen Municipal High Income Opportunity Fund worth $206K as of Q1 2026.
Melfa Wealth Management left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q1 2026.
Nuveen Municipal High Income Opportunity Fund made up 0.12% of Melfa Wealth Management's portfolio in Q1 2026, its #163 holding.
Melfa Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and has held it in 10 quarters since.
Melfa Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $260K in Q3 2024.
137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.