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Smallwood Wealth Investment Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Smallwood Wealth Investment 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 		$68.6K Buy
+6,486
New +$66.7K 0.03% 162

Other funds holding NMZ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

Smallwood Wealth Investment Management's NMZ Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 6,486 shares worth $68.6K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings.

90 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Smallwood Wealth Investment Management held 6,486 shares of Nuveen Municipal High Income Opportunity Fund worth $68.6K as of Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund was a new Smallwood Wealth Investment Management position in Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #162 holding.
  • 90 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.