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 Q2	$634K	Buy	59,977 +17,178	+40%	+$177K	0.04%	308
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Smith, Moore & Co's NMZ Position: Q2 2026 in Review

Smith, Moore & Co increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 40% in Q2 2026, buying an estimated $177K and bringing the position to 59,977 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #308.

Smith, Moore & Co first reported a position in NMZ in Q2 2022 and has held it in 15 quarters since. The position peaked at $850K in Q3 2025. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Smith, Moore & Co held 59,977 shares of Nuveen Municipal High Income Opportunity Fund worth $634K as of Q2 2026.
Smith, Moore & Co bought 17,178 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $177K.
Nuveen Municipal High Income Opportunity Fund made up 0.04% of Smith, Moore & Co's portfolio in Q2 2026, its #308 holding.
Smith, Moore & Co first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and has held it in 15 quarters since.
Smith, Moore & Co's Nuveen Municipal High Income Opportunity Fund position peaked at $850K in Q3 2025.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.