Running Point Capital Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Running Point Capital 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
2025 Q4	$1.19M	Sell	116,659 -1,351	-1%	-$14.2K	0.32%	57
2025 Q3	$1.25M	Sell	118,010 -23,198	-16%	-$237K	0.33%	54
2025 Q2	$1.46M	Buy	141,208 +81,607	+137%	+$846K	0.4%	46
2025 Q1	$650K	Sell	59,601 -9,397	-14%	-$104K	0.21%	67
2024 Q4	$746K	Buy	68,998 +11,241	+19%	+$127K	0.26%	51
2024 Q3	$673K	Sell	57,757 -5,314	-8%	-$59.1K	0.26%	51
2024 Q2	$681K	Sell	63,071 -592	-0.9%	-$6.21K	0.28%	51
2024 Q1	$672K	Sell	63,663 -2,480	-4%	-$25.2K	0.3%	50
2023 Q4	$653K	Buy	66,143 +3,112	+5%	+$29K	0.32%	48
2023 Q3	$585K	Hold	63,031	–	–	0.34%	48
2023 Q2	$666K	Hold	63,031	–	–	0.37%	46
2023 Q1	$681K	Sell	63,031 -27,197	-30%	-$287K	0.41%	42
2022 Q4	$933K	Buy	90,228 +57,882	+179%	+$604K	0.57%	34
2022 Q3	$333K	Buy	32,346 +25	+0.1%	+$294	0.22%	62
2022 Q2	$378K	Sell	32,321 -821	-2%	-$9.86K	0.24%	56
2022 Q1	$431K	Buy	+33,142	New	+$461K	0.25%	49

Other funds holding NMZ

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

MPW

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

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

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Running Point Capital Advisors's NMZ Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 1.1% in Q4 2025, selling an estimated $14.2K and leaving 116,659 shares worth $1.19M. The position accounts for 0.32% of the portfolio, ranked #57.

Running Point Capital Advisors first reported a position in NMZ in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.46M in Q2 2025. 131 funds tracked by Wall St. Rank hold NMZ as of Q4 2025.

Running Point Capital Advisors held 116,659 shares of Nuveen Municipal High Income Opportunity Fund worth $1.19M as of Q4 2025.
Running Point Capital Advisors sold 1,351 Nuveen Municipal High Income Opportunity Fund shares in Q4 2025, an estimated $14.2K.
Nuveen Municipal High Income Opportunity Fund made up 0.32% of Running Point Capital Advisors's portfolio in Q4 2025, its #57 holding.
Running Point Capital Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2022 and has held it in 16 quarters since.
Running Point Capital Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $1.46M in Q2 2025.
131 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.