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OneDigital Investment Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

OneDigital Investment Advisors’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 		$1.98M Buy
187,628
+1,142
+0.6% +$11.7K 0.02% 507
2026
Q1 		$1.94M Buy
186,486
+1,900
+1% +$19.8K 0.02% 486
2025
Q4 		$1.88M Sell
184,586
-35,730
-16% -$377K 0.02% 477
2025
Q3 		$2.33M Buy
220,316
+906
+0.4% +$9.25K 0.02% 405
2025
Q2 		$2.28M Buy
219,410
+153,353
+232% +$1.59M 0.03% 398
2025
Q1 		$721K Sell
66,057
-764
-1% -$8.47K 0.01% 724
2024
Q4 		$722K Sell
66,821
-396,606
-86% -$4.47M 0.01% 746
2024
Q3 		$5.4M Buy
463,427
+15,985
+4% +$178K 0.06% 238
2024
Q2 		$4.83M Sell
447,442
-8,389
-2% -$88.1K 0.06% 240
2024
Q1 		$4.81M Buy
455,831
+19,075
+4% +$194K 0.08% 207
2023
Q4 		$4.32M Buy
436,756
+3,434
+0.8% +$32.1K 0.08% 204
2023
Q3 		$4.02M Sell
433,322
-13,129
-3% -$134K 0.09% 175
2023
Q2 		$4.72M Buy
446,451
+22,084
+5% +$235K 0.1% 156
2023
Q1 		$4.58M Buy
424,367
+37,717
+10% +$399K 0.11% 152
2022
Q4 		$4M Buy
386,650
+38,373
+11% +$401K 0.12% 149
2022
Q3 		$3.58M Buy
348,277
+9,244
+3% +$109K 0.13% 112
2022
Q2 		$3.97M Buy
339,033
+56,631
+20% +$680K 0.17% 86
2022
Q1 		$3.67M Buy
282,402
+58,659
+26% +$816K 0.14% 98
2021
Q4 		$3.38M Buy
223,743
+20,566
+10% +$305K 0.12% 115
2021
Q3 		$3M Buy
203,177
+65,550
+48% +$1.01M 0.12% 112
2021
Q2 		$2.12M Buy
137,627
+17,024
+14% +$254K 0.09% 151
2021
Q1 		$1.74M Buy
120,603
+5,420
+5% +$77.9K 0.08% 167
2020
Q4 		$1.66M Buy
115,183
+22,049
+24% +$301K 0.09% 162
2020
Q3 		$1.26M Buy
93,134
+7,776
+9% +$105K 0.09% 172
2020
Q2 		$1.13M Buy
85,358
+4,332
+5% +$54.4K 0.08% 195
2020
Q1 		$1.01M Buy
81,026
+22,904
+39% +$317K 0.09% 192
2019
Q4 		$825K Buy
58,122
+15,446
+36% +$220K 0.07% 220
2019
Q3 		$609K Buy
42,676
+7,779
+22% +$111K 0.05% 239
2019
Q2 		$487K Buy
34,897
+18,995
+119% +$261K 0.04% 260
2019
Q1 		$215K Sell
15,902
-1,162
-7% -$14.8K 0.03% 273
2018
Q4 		$199K Buy
+17,064
New +$202K 0.03% 263

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

OneDigital Investment Advisors's NMZ Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 0.61% in Q2 2026, buying an estimated $11.7K and bringing the position to 187,628 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #507.

OneDigital Investment Advisors first reported a position in NMZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.4M in Q3 2024. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • OneDigital Investment Advisors held 187,628 shares of Nuveen Municipal High Income Opportunity Fund worth $1.98M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,142 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $11.7K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #507 holding.
  • OneDigital Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2018 and has held it in 31 quarters since.
  • OneDigital Investment Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $5.4M in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.