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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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. 213 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.
  • 213 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.