MFA Wealth Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

MFA Wealth Services’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	$1.01M	Sell	95,615 -13,931	-13%	-$143K	0.6%	48
2026 Q1	$1.14M	Buy	109,546 +892	+0.8%	+$9.32K	0.75%	38
2025 Q4	$1.11M	Sell	108,654 -4,086	-4%	-$43.1K	0.75%	42
2025 Q3	$1.19M	Buy	112,740 +2,361	+2%	+$24.1K	0.82%	34
2025 Q2	$1.14M	Buy	110,379 +13,921	+14%	+$144K	0.86%	30
2025 Q1	$1.05M	Buy	96,458 +4,891	+5%	+$54.2K	0.87%	32
2024 Q4	$990K	Buy	+91,567	New	+$1.03M	0.79%	36

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

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

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

MFA Wealth Services's NMZ Position: Q2 2026 in Review

MFA Wealth Services reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 13% in Q2 2026, selling an estimated $143K and leaving 95,615 shares worth $1.01M. The position accounts for 0.6% of the portfolio, ranked #48.

MFA Wealth Services first reported a position in NMZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 47 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

MFA Wealth Services held 95,615 shares of Nuveen Municipal High Income Opportunity Fund worth $1.01M as of Q2 2026.
MFA Wealth Services sold 13,931 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $143K.
Nuveen Municipal High Income Opportunity Fund made up 0.6% of MFA Wealth Services's portfolio in Q2 2026, its #48 holding.
MFA Wealth Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Nuveen Municipal High Income Opportunity Fund position peaked at $1.19M in Q3 2025.
47 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.