Stephens Inc’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Stephens Inc’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	–	Sell	-97,145	Closed	-$1.01M	–	1356
2025 Q2	$1.01M	Hold	97,145	–	–	0.01%	618
2025 Q1	$1.06M	Buy	97,145 +5,370	+6%	+$59.6K	0.02%	604
2024 Q4	$992K	Hold	91,775	–	–	0.01%	608
2024 Q3	$1.07M	Hold	91,775	–	–	0.02%	592
2024 Q2	$990K	Hold	91,775	–	–	0.02%	593
2024 Q1	$969K	Buy	91,775 +4,050	+5%	+$41.2K	0.02%	585
2023 Q4	$867K	Sell	87,725 -1,130	-1%	-$10.5K	0.02%	572
2023 Q3	$825K	Buy	88,855 +1,538	+2%	+$15.7K	0.02%	567
2023 Q2	$923K	Buy	87,317 +4,498	+5%	+$47.8K	0.02%	574
2023 Q1	$894K	Buy	82,819 +40,514	+96%	+$428K	0.02%	557
2022 Q4	$437K	Buy	42,305 +29,890	+241%	+$312K	0.01%	744
2022 Q3	$128K	Buy	+12,415	New	+$146K	﹤0.01%	1071

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

Stephens Inc's NMZ Position: Q3 2025 in Review

Stephens Inc sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2025, closing a stake of 97,145 shares — an estimated $1.01M sold.

Stephens Inc first reported a position in NMZ in Q3 2022 and held it in 12 quarters. The position peaked at $1.07M in Q3 2024. 124 funds tracked by Wall St. Rank hold NMZ as of Q3 2025.

Stephens Inc reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
Stephens Inc sold 97,145 Nuveen Municipal High Income Opportunity Fund shares in Q3 2025, an estimated $1.01M.
Stephens Inc first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2022 and held it in 12 quarters.
Stephens Inc's Nuveen Municipal High Income Opportunity Fund position peaked at $1.07M in Q3 2024.
124 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2025.

Based on Stephens Inc's 13F filing for Q3 2025, filed 27 Oct 2025.