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Spire Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Spire Wealth Management’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 		$106K Sell
10,041
-2,542
-20% -$26.1K ﹤0.01% 960
2026
Q1 		$131K Buy
12,583
+2,542
+25% +$26.6K ﹤0.01% 908
2025
Q4 		$102K Sell
10,041
-1,945
-16% -$20.5K ﹤0.01% 987
2025
Q3 		$127K Buy
11,986
+37
+0.3% +$378 ﹤0.01% 922
2025
Q2 		$124K Buy
11,949
+35
+0.3% +$363 ﹤0.01% 903
2025
Q1 		$130K Buy
11,914
+22
+0.2% +$244 ﹤0.01% 939
2024
Q4 		$129K Buy
11,892
+43
+0.4% +$485 ﹤0.01% 952
2024
Q3 		$138K Sell
11,849
-2,328
-16% -$25.9K ﹤0.01% 826
2024
Q2 		$153K Sell
14,177
-11,575
-45% -$122K 0.01% 786
2024
Q1 		$272K Buy
25,752
+14
+0.1% +$142 ﹤0.01% 691
2023
Q4 		$247K Sell
25,738
-1,368
-5% -$12.8K 0.01% 703
2023
Q3 		$252K Sell
27,106
-225
-0.8% -$2.3K 0.01% 643
2023
Q2 		$289K Sell
27,331
-6,502
-19% -$69K 0.01% 619
2023
Q1 		$365K Sell
33,833
-590
-2% -$6.24K 0.01% 570
2022
Q4 		$356K Sell
34,423
-3,703
-10% -$38.7K 0.02% 426
2022
Q3 		$392K Sell
38,126
-2,584
-6% -$30.4K 0.02% 383
2022
Q2 		$476K Sell
40,710
-6,130
-13% -$73.6K 0.02% 486
2022
Q1 		$609K Sell
46,840
-9,781
-17% -$136K 0.02% 515
2021
Q4 		$856K Sell
56,621
-49,363
-47% -$732K 0.02% 516
2021
Q3 		$1.56M Sell
105,984
-17,268
-14% -$266K 0.04% 320
2021
Q2 		$1.9M Sell
123,252
-1,550
-1% -$23.1K 0.05% 302
2021
Q1 		$1.8M Buy
+124,802
New +$1.79M 0.05% 303

Other funds holding NMZ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Spire Wealth Management's NMZ Position: Q2 2026 in Review

Spire Wealth Management reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 20% in Q2 2026, selling an estimated $26.1K and leaving 10,041 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Spire Wealth Management first reported a position in NMZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.9M in Q2 2021. 37 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Spire Wealth Management held 10,041 shares of Nuveen Municipal High Income Opportunity Fund worth $106K as of Q2 2026.
  • Spire Wealth Management sold 2,542 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $26.1K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #960 holding.
  • Spire Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $1.9M in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.