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

Monterey 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
2025
Q1 		$170K Hold
15,547
– – 0.05% 136
2024
Q4 		$168K Buy
+15,547
New +$175K 0.06% 136

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Monterey Private Wealth's NMZ Position: Q1 2025 in Review

Monterey Private Wealth held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q1 2025 at 15,547 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #136.

Monterey Private Wealth first reported a position in NMZ in Q4 2024 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold NMZ as of Q1 2025.

  • Monterey Private Wealth held 15,547 shares of Nuveen Municipal High Income Opportunity Fund worth $170K as of Q1 2025.
  • Monterey Private Wealth left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q1 2025.
  • Nuveen Municipal High Income Opportunity Fund made up 0.05% of Monterey Private Wealth's portfolio in Q1 2025, its #136 holding.
  • Monterey Private Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2024 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.