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Steward Partners Investment Advisory’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Steward Partners Investment Advisory’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 		$614K Buy
58,059
+42,364
+270% +$435K ﹤0.01% 1586
2026
Q1 		$163K Buy
15,695
+6,511
+71% +$68K ﹤0.01% 2124
2025
Q4 		$93.6K Buy
9,184
+2,272
+33% +$24K ﹤0.01% 2335
2025
Q3 		$73.2K Sell
6,912
-5,030
-42% -$51.4K ﹤0.01% 2422
2025
Q2 		$124K Sell
11,942
-640
-5% -$6.64K ﹤0.01% 1987
2025
Q1 		$137K Sell
12,582
-24,850
-66% -$276K ﹤0.01% 1836
2024
Q4 		$405K Buy
37,432
+14,431
+63% +$163K ﹤0.01% 1260
2024
Q3 		$268K Buy
23,001
+13,722
+148% +$153K ﹤0.01% 1379
2024
Q2 		$100K Sell
9,279
-838
-8% -$8.8K ﹤0.01% 1776
2024
Q1 		$107K Buy
10,117
+3,940
+64% +$40.1K ﹤0.01% 1733
2023
Q4 		$61K Sell
6,177
-125
-2% -$1.17K ﹤0.01% 1896
2023
Q3 		$58.5K Sell
6,302
-529
-8% -$5.41K ﹤0.01% 1837
2023
Q2 		$72.2K Sell
6,831
-376
-5% -$3.99K ﹤0.01% 1733
2023
Q1 		$77.8K Sell
7,207
-238
-3% -$2.52K ﹤0.01% 1684
2022
Q4 		$77K Hold
7,445
– – ﹤0.01% 1657
2022
Q3 		$77K Buy
7,445
+1,128
+18% +$13.3K ﹤0.01% 1600
2022
Q2 		$74K Sell
6,317
-2,668
-30% -$32.1K ﹤0.01% 1621
2022
Q1 		$117K Buy
8,985
+1,636
+22% +$22.8K ﹤0.01% 1543
2021
Q4 		$111K Buy
7,349
+387
+6% +$5.74K ﹤0.01% 1553
2021
Q3 		$103K Buy
6,962
+404
+6% +$6.21K ﹤0.01% 1533
2021
Q2 		$101K Buy
6,558
+111
+2% +$1.66K ﹤0.01% 2268
2021
Q1 		$93K Sell
6,447
-53
-0.8% -$761 ﹤0.01% 1665
2020
Q4 		$94K Sell
6,500
-486
-7% -$6.63K ﹤0.01% 1390
2020
Q3 		$94K Sell
6,986
-391
-5% -$5.27K ﹤0.01% 1248
2020
Q2 		$97K Buy
7,377
+10
+0.1% +$126 ﹤0.01% 1166
2020
Q1 		$91K Buy
7,367
+6
+0.1% +$83 ﹤0.01% 1030
2019
Q4 		$104K Buy
7,361
+11
+0.1% +$156 ﹤0.01% 1127
2019
Q3 		$104K Sell
7,350
-1,288
-15% -$18.3K ﹤0.01% 1074
2019
Q2 		$120K Buy
+8,638
New +$119K ﹤0.01% 983
2018
Q4 		– Sell
-8,000
Closed -$100K – 1660
2018
Q3 		$100K Sell
8,000
-1,000
-11% -$12.9K ﹤0.01% 931
2018
Q2 		$114K Sell
9,000
-3,500
-28% -$43.8K 0.01% 807
2018
Q1 		$156K Buy
+12,500
New +$164K 0.01% 667

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Steward Partners Investment Advisory's NMZ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 270% in Q2 2026, buying an estimated $435K and bringing the position to 58,059 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Steward Partners Investment Advisory first reported a position in NMZ in Q1 2018 and has held it in 32 quarters since. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Steward Partners Investment Advisory held 58,059 shares of Nuveen Municipal High Income Opportunity Fund worth $614K as of Q2 2026.
  • Steward Partners Investment Advisory bought 42,364 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $435K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1586 holding.
  • Steward Partners Investment Advisory first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2018 and has held it in 32 quarters since.
  • 213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.