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Smith, Moore & Co’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Smith, Moore & Co’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
Q1 		$444K Sell
42,799
-35,746
-46% -$373K 0.03% 355
2025
Q4 		$800K Sell
78,545
-1,748
-2% -$18.4K 0.06% 238
2025
Q3 		$850K Buy
80,293
+10,382
+15% +$106K 0.07% 234
2025
Q2 		$725K Buy
69,911
+10,240
+17% +$106K 0.06% 254
2025
Q1 		$651K Buy
59,671
+893
+2% +$9.9K 0.06% 255
2024
Q4 		$635K Buy
58,778
+18,557
+46% +$209K 0.06% 260
2024
Q3 		$469K Buy
40,221
+16,120
+67% +$179K 0.04% 285
2024
Q2 		$260K Buy
+24,101
New +$253K 0.03% 375
2023
Q4 		– Sell
-21,206
Closed -$197K – 417
2023
Q3 		$197K Sell
21,206
-24,329
-53% -$249K 0.03% 363
2023
Q2 		$481K Sell
45,535
-3,068
-6% -$32.6K 0.06% 250
2023
Q1 		$525K Buy
48,603
+100
+0.2% +$1.06K 0.07% 231
2022
Q4 		$502K Buy
48,503
+4,433
+10% +$46.3K 0.07% 229
2022
Q3 		$453K Sell
44,070
-347
-0.8% -$4.08K 0.07% 233
2022
Q2 		$520K Buy
+44,417
New +$534K 0.08% 220

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Smith, Moore & Co's NMZ Position: Q1 2026 in Review

Smith, Moore & Co reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 46% in Q1 2026, selling an estimated $373K and leaving 42,799 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #355.

Smith, Moore & Co first reported a position in NMZ in Q2 2022 and has held it in 14 quarters since. The position peaked at $850K in Q3 2025. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

  • Smith, Moore & Co held 42,799 shares of Nuveen Municipal High Income Opportunity Fund worth $444K as of Q1 2026.
  • Smith, Moore & Co sold 35,746 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $373K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.03% of Smith, Moore & Co's portfolio in Q1 2026, its #355 holding.
  • Smith, Moore & Co first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and has held it in 14 quarters since.
  • Smith, Moore & Co's Nuveen Municipal High Income Opportunity Fund position peaked at $850K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.