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 Q3	$452K	Sell	50,487 -45,128	-47%	-$450K	0.27%	85
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

MFA Wealth Services's NMZ Position: Q3 2026 in Review

MFA Wealth Services reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 47% in Q3 2026, selling an estimated $450K and leaving 50,487 shares worth $452K. The position accounts for 0.27% of the portfolio, ranked #85.

MFA Wealth Services first reported a position in NMZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2025. 51 funds tracked by Wall St. Rank hold NMZ as of Q3 2026.

MFA Wealth Services held 50,487 shares of Nuveen Municipal High Income Opportunity Fund worth $452K as of Q3 2026.
MFA Wealth Services sold 45,128 Nuveen Municipal High Income Opportunity Fund shares in Q3 2026, an estimated $450K.
Nuveen Municipal High Income Opportunity Fund made up 0.27% of MFA Wealth Services's portfolio in Q3 2026, its #85 holding.
MFA Wealth Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Nuveen Municipal High Income Opportunity Fund position peaked at $1.19M in Q3 2025.
51 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.