Sonora Investment Management Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Sonora Investment Management 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 Q3	$129K	Hold	12,154	–	–	0.01%	284
2025 Q2	$126K	Hold	12,154	–	–	0.01%	290
2025 Q1	$133K	Hold	12,154	–	–	0.01%	286
2024 Q4	$131K	Buy	+12,154	New	+$137K	0.01%	280

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

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

MPW

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sonora Investment Management Group's NMZ Position: Q3 2025 in Review

Sonora Investment Management Group held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q3 2025 at 12,154 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #284.

Sonora Investment Management Group first reported a position in NMZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $133K in Q1 2025. 124 funds tracked by Wall St. Rank hold NMZ as of Q3 2025.

Sonora Investment Management Group held 12,154 shares of Nuveen Municipal High Income Opportunity Fund worth $129K as of Q3 2025.
Sonora Investment Management Group left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q3 2025.
Nuveen Municipal High Income Opportunity Fund made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #284 holding.
Sonora Investment Management Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2024 and has held it in 4 quarters since.
Sonora Investment Management Group's Nuveen Municipal High Income Opportunity Fund position peaked at $133K in Q1 2025.
124 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.