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

Plan Group Financial’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 		$265K Hold
25,114
– – 0.05% 194
2026
Q1 		$261K Hold
25,114
– – 0.06% 186
2025
Q4 		$256K Hold
25,114
– – 0.07% 163
2025
Q3 		$266K Buy
25,114
+4,687
+23% +$47.9K 0.07% 152
2025
Q2 		$212K Buy
+20,427
New +$212K 0.07% 150

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

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

Plan Group Financial held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q2 2026 at 25,114 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #194.

Plan Group Financial first reported a position in NMZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $266K in Q3 2025. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Plan Group Financial held 25,114 shares of Nuveen Municipal High Income Opportunity Fund worth $265K as of Q2 2026.
  • Plan Group Financial left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #194 holding.
  • Plan Group Financial first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2025 and has held it in 5 quarters since.
  • Plan Group Financial's Nuveen Municipal High Income Opportunity Fund position peaked at $266K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.