Sage Capital Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Sage Capital Management’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	$141K	Buy	13,376 +2,876	+27%	+$29.6K	0.06%	160
2026 Q1	$109K	Hold	10,500	–	–	0.05%	156
2025 Q4	$107K	Hold	10,500	–	–	0.05%	153
2025 Q3	$111K	Hold	10,500	–	–	0.05%	150
2025 Q2	$109K	Hold	10,500	–	–	0.05%	152
2025 Q1	$115K	Hold	10,500	–	–	0.06%	147
2024 Q4	$114K	Hold	10,500	–	–	0.06%	148
2024 Q3	$122K	Hold	10,500	–	–	0.06%	154
2024 Q2	$113K	Hold	10,500	–	–	0.06%	145
2024 Q1	$111K	Hold	10,500	–	–	0.06%	143
2023 Q4	$104K	Buy	+10,500	New	+$98K	0.06%	139

Other funds holding NMZ

HWAM

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

MPW

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

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sage Capital Management's NMZ Position: Q2 2026 in Review

Sage Capital Management increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 27% in Q2 2026, buying an estimated $29.6K and bringing the position to 13,376 shares worth $141K. The position accounts for 0.06% of the portfolio, ranked #160.

Sage Capital Management first reported a position in NMZ in Q4 2023 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Sage Capital Management held 13,376 shares of Nuveen Municipal High Income Opportunity Fund worth $141K as of Q2 2026.
Sage Capital Management bought 2,876 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $29.6K.
Nuveen Municipal High Income Opportunity Fund made up 0.06% of Sage Capital Management's portfolio in Q2 2026, its #160 holding.
Sage Capital Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and has held it in 11 quarters since.
41 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.