Sage Private Wealth Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Sage Private Wealth Group’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 Q2	–	Sell	-18,986	Closed	-$207K	–	96
2025 Q1	$207K	Hold	18,986	–	–	0.16%	82
2024 Q4	$205K	Sell	18,986 -13,007	-41%	-$147K	0.15%	82
2024 Q3	$373K	Hold	31,993	–	–	0.29%	55
2024 Q2	$345K	Hold	31,993	–	–	0.29%	56
2024 Q1	$338K	Hold	31,993	–	–	0.27%	56
2023 Q4	$316K	Buy	+31,993	New	+$299K	0.28%	47

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

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

HWAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPW

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

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

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

Sage Private Wealth Group's NMZ Position: Q2 2025 in Review

Sage Private Wealth Group sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2025, closing a stake of 18,986 shares — an estimated $207K sold.

Sage Private Wealth Group first reported a position in NMZ in Q4 2023 and held it in 6 quarters. The position peaked at $373K in Q3 2024. 127 funds tracked by Wall St. Rank hold NMZ as of Q2 2025.

Sage Private Wealth Group reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Sage Private Wealth Group sold 18,986 Nuveen Municipal High Income Opportunity Fund shares in Q2 2025, an estimated $207K.
Sage Private Wealth Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and held it in 6 quarters.
Sage Private Wealth Group's Nuveen Municipal High Income Opportunity Fund position peaked at $373K in Q3 2024.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2025.

Based on Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.