Merit Financial Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Merit Financial Group’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	$415K	Buy	39,244 +28,518	+266%	+$293K	﹤0.01%	1615
2026 Q1	$111K	Sell	10,726 -1,146	-10%	-$12K	﹤0.01%	1999
2025 Q4	$121K	Sell	11,872 -715	-6%	-$7.54K	﹤0.01%	1880
2025 Q3	$133K	Sell	12,587 -715	-5%	-$7.3K	﹤0.01%	1721
2025 Q2	$138K	Buy	+13,302	New	+$138K	﹤0.01%	1607
2024 Q1	–	Sell	-123,564	Closed	-$1.22M	–	911
2023 Q4	$1.22M	Sell	123,564 -113,396	-48%	-$1.06M	0.04%	268
2023 Q3	$2.2M	Sell	236,960 -2,991	-1%	-$30.6K	0.07%	204
2023 Q2	$2.54M	Buy	+239,951	New	+$2.55M	0.08%	191

Other funds holding NMZ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

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

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Merit Financial Group's NMZ Position: Q2 2026 in Review

Merit Financial Group increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 266% in Q2 2026, buying an estimated $293K and bringing the position to 39,244 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Merit Financial Group first reported a position in NMZ in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.54M in Q2 2023. 37 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Merit Financial Group held 39,244 shares of Nuveen Municipal High Income Opportunity Fund worth $415K as of Q2 2026.
Merit Financial Group bought 28,518 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $293K.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1615 holding.
Merit Financial Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2023 and has held it in 8 quarters since.
Merit Financial Group's Nuveen Municipal High Income Opportunity Fund position peaked at $2.54M in Q2 2023.
37 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.