Secure Asset Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Secure Asset 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 Q3	$625K	Buy	69,703 +27,513	+65%	+$274K	0.08%	169
2026 Q2	$446K	Buy	42,190 +19,600	+87%	+$201K	0.06%	205
2026 Q1	$234K	Buy	22,590 +12,065	+115%	+$126K	0.04%	287
2025 Q4	$107K	Buy	10,525 +444	+4%	+$4.68K	0.02%	337
2025 Q3	$107K	Sell	10,081 -2,071	-17%	-$21.1K	0.02%	303
2025 Q2	$126K	Buy	+12,152	New	+$126K	0.02%	306
2022 Q2	–	Sell	-16,716	Closed	-$217K	–	205
2022 Q1	$217K	Buy	+16,716	New	+$232K	0.1%	181

Other funds holding NMZ

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Secure Asset Management's NMZ Position: Q3 2026 in Review

Secure Asset Management increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 65% in Q3 2026, buying an estimated $274K and bringing the position to 69,703 shares worth $625K. The position accounts for 0.08% of the portfolio, ranked #169.

Secure Asset Management first reported a position in NMZ in Q1 2022 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold NMZ as of Q3 2026.

Secure Asset Management held 69,703 shares of Nuveen Municipal High Income Opportunity Fund worth $625K as of Q3 2026.
Secure Asset Management bought 27,513 Nuveen Municipal High Income Opportunity Fund shares in Q3 2026, an estimated $274K.
Nuveen Municipal High Income Opportunity Fund made up 0.08% of Secure Asset Management's portfolio in Q3 2026, its #169 holding.
Secure Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2022 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.