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Sound Income Strategies’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Sound Income Strategies’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 		– Sell
-1,131
Closed -$11.7K – 1729
2026
Q1 		$11.7K Buy
1,131
+21
+2% +$219 ﹤0.01% 1434
2025
Q4 		$11.6K Buy
1,110
+21
+2% +$221 ﹤0.01% 1383
2025
Q3 		$11.6K Buy
1,089
+27
+3% +$276 ﹤0.01% 971
2025
Q2 		$11K Buy
1,062
+20
+2% +$207 ﹤0.01% 920
2025
Q1 		$11.4K Buy
+1,042
New +$11.6K ﹤0.01% 875
2024
Q1 		– Sell
-651
Closed -$6.43K – 1417
2023
Q4 		$6.43K Hold
651
– – ﹤0.01% 832
2023
Q3 		$6.04K Sell
651
-949
-59% -$9.7K ﹤0.01% 706
2023
Q2 		$16.9K Buy
1,600
+949
+146% +$10.1K ﹤0.01% 464
2023
Q1 		$7.03K Hold
651
– – ﹤0.01% 633
2022
Q4 		$6.73K Sell
651
-1,200
-65% -$12.5K ﹤0.01% 597
2022
Q3 		$19K Hold
1,851
– – ﹤0.01% 368
2022
Q2 		$22K Hold
1,851
– – ﹤0.01% 339
2022
Q1 		$24K Hold
1,851
– – ﹤0.01% 328
2021
Q4 		$28K Hold
1,851
– – ﹤0.01% 313
2021
Q3 		$27K Hold
1,851
– – ﹤0.01% 301
2021
Q2 		$28K Buy
+1,851
New +$27.6K ﹤0.01% 301
2021
Q1 		– Sell
-1,851
Closed -$27K – 1023
2020
Q4 		$27K Hold
1,851
– – 0.01% 279
2020
Q3 		$25K Hold
1,851
– – 0.01% 267
2020
Q2 		$24K Hold
1,851
– – 0.01% 249
2020
Q1 		$23K Buy
+1,851
New +$25.6K 0.01% 223

Other funds holding NMZ

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sound Income Strategies's NMZ Position: Q2 2026 in Review

Sound Income Strategies sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026, closing a stake of 1,131 shares — an estimated $11.7K sold.

Sound Income Strategies first reported a position in NMZ in Q1 2020 and held it in 20 quarters. The position peaked at $28K in Q4 2021. 167 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Sound Income Strategies reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,131 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $11.7K.
  • Sound Income Strategies first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2020 and held it in 20 quarters.
  • Sound Income Strategies's Nuveen Municipal High Income Opportunity Fund position peaked at $28K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.