Principle Wealth Partners’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Principle Wealth Partners’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 Q1	$114K	Hold	11,000	–	–	0.01%	380
2025 Q4	$112K	Hold	11,000	–	–	0.01%	371
2025 Q3	$116K	Hold	11,000	–	–	0.01%	359
2025 Q2	$114K	Hold	11,000	–	–	0.01%	357
2025 Q1	$120K	Hold	11,000	–	–	0.01%	339
2024 Q4	$119K	Hold	11,000	–	–	0.01%	334
2024 Q3	$128K	Buy	+11,000	New	+$122K	0.01%	340
2024 Q2	–	Sell	-11,000	Closed	-$116K	–	337
2024 Q1	$116K	Hold	11,000	–	–	0.01%	344
2023 Q4	$109K	Buy	+11,000	New	+$103K	0.01%	335
2022 Q2	–	Sell	-29,235	Closed	-$380K	–	316
2022 Q1	$380K	Buy	29,235 +39	+0.1%	+$542	0.04%	232
2021 Q4	$441K	Buy	29,196 +72	+0.2%	+$1.07K	0.05%	220
2021 Q3	$430K	Buy	29,124 +51	+0.2%	+$784	0.05%	214
2021 Q2	$447K	Buy	29,073 +16,617	+133%	+$248K	0.05%	211
2021 Q1	$180K	Hold	12,456	–	–	0.02%	285
2020 Q4	$180K	Buy	12,456 +1,456	+13%	+$19.9K	0.02%	267
2020 Q3	$148K	Buy	+11,000	New	+$148K	0.04%	149

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principle Wealth Partners's NMZ Position: Q1 2026 in Review

Principle Wealth Partners held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q1 2026 at 11,000 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #380.

Principle Wealth Partners first reported a position in NMZ in Q3 2020 and has held it in 16 quarters since. The position peaked at $447K in Q2 2021. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

Principle Wealth Partners held 11,000 shares of Nuveen Municipal High Income Opportunity Fund worth $114K as of Q1 2026.
Principle Wealth Partners left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q1 2026.
Nuveen Municipal High Income Opportunity Fund made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #380 holding.
Principle Wealth Partners first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2020 and has held it in 16 quarters since.
Principle Wealth Partners's Nuveen Municipal High Income Opportunity Fund position peaked at $447K in Q2 2021.
137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.