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

Melone Private Wealth’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	$8.95M	Buy	846,287 +173,665	+26%	+$1.79M	3.41%	11
2026 Q1	$6.98M	Buy	672,622 +16,522	+3%	+$173K	2.85%	14
2025 Q4	$6.69M	Buy	656,100 +62,241	+10%	+$656K	2.84%	14
2025 Q3	$6.29M	Buy	593,859 +25,997	+5%	+$265K	2.85%	13
2025 Q2	$5.86M	Buy	567,862 +22,425	+4%	+$233K	3%	12
2025 Q1	$5.95M	Buy	545,437 +27,440	+5%	+$304K	3.11%	11
2024 Q4	$5.6M	Sell	517,997 -10,676	-2%	-$120K	2.9%	12
2024 Q3	$6.16M	Buy	528,673 +8,282	+2%	+$92.1K	3.27%	11
2024 Q2	$5.62M	Buy	520,391 +11,440	+2%	+$120K	3.33%	12
2024 Q1	$5.37M	Buy	508,951 +45,033	+10%	+$458K	3.23%	12
2023 Q4	$4.58M	Buy	463,918 +105,573	+29%	+$985K	2.92%	14
2023 Q3	$3.33M	Buy	358,345 +14,463	+4%	+$148K	2.38%	15
2023 Q2	$3.63M	Buy	343,882 +8,737	+3%	+$92.8K	2.56%	15
2023 Q1	$3.66M	Buy	335,145 +27,267	+9%	+$288K	2.79%	15
2022 Q4	$3.18M	Buy	307,878 +64,184	+26%	+$670K	2.7%	15
2022 Q3	$2.52M	Buy	243,694 +14,051	+6%	+$165K	2.2%	17
2022 Q2	$2.75M	Buy	229,643 +37,915	+20%	+$456K	2.33%	15
2022 Q1	$2.37M	Buy	191,728 +76,653	+67%	+$1.07M	1.94%	20
2021 Q4	$1.74M	Buy	+115,075	New	+$1.71M	1.31%	24

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

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

BPWM

BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return

Melone Private Wealth's NMZ Position: Q2 2026 in Review

Melone Private Wealth increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 26% in Q2 2026, buying an estimated $1.79M and bringing the position to 846,287 shares worth $8.95M. The position accounts for 3.41% of the portfolio, ranked #11.

Melone Private Wealth first reported a position in NMZ in Q4 2021 and has held it in 19 quarters since. 90 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Melone Private Wealth held 846,287 shares of Nuveen Municipal High Income Opportunity Fund worth $8.95M as of Q2 2026.
Melone Private Wealth bought 173,665 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $1.79M.
Nuveen Municipal High Income Opportunity Fund made up 3.41% of Melone Private Wealth's portfolio in Q2 2026, its #11 holding.
Melone Private Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2021 and has held it in 19 quarters since.
90 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.