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 Q2	$439K	Buy	41,574 +21,772	+110%	+$224K	0.24%	85
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 $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melfa Wealth Management's NMZ Position: Q2 2026 in Review

Melfa Wealth Management increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 110% in Q2 2026, buying an estimated $224K and bringing the position to 41,574 shares worth $439K. The position accounts for 0.24% of the portfolio, ranked #85.

Melfa Wealth Management first reported a position in NMZ in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Melfa Wealth Management held 41,574 shares of Nuveen Municipal High Income Opportunity Fund worth $439K as of Q2 2026.
Melfa Wealth Management bought 21,772 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $224K.
Nuveen Municipal High Income Opportunity Fund made up 0.24% of Melfa Wealth Management's portfolio in Q2 2026, its #85 holding.
Melfa Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.