Sovereign Financial Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Sovereign Financial 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
2026 Q2	$124K	Buy	+11,736	New	+$121K	0.02%	378

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

Sovereign Financial Group's NMZ Position: Q2 2026 in Review

Sovereign Financial Group opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 11,736 shares worth $124K. The stake represents 0.02% of the portfolio and ranks #378 among its holdings.

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

Sovereign Financial Group held 11,736 shares of Nuveen Municipal High Income Opportunity Fund worth $124K as of Q2 2026.
Nuveen Municipal High Income Opportunity Fund was a new Sovereign Financial Group position in Q2 2026.
Nuveen Municipal High Income Opportunity Fund made up 0.02% of Sovereign Financial Group's portfolio in Q2 2026, its #378 holding.
213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.