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Summit X LLC’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Summit X LLC’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
-55,195
Closed -$572K – 164
2025
Q2 		$572K Sell
55,195
-86,695
-61% -$899K 0.11% 131
2025
Q1 		$1.55M Buy
141,890
+84,866
+149% +$941K 0.33% 62
2024
Q4 		$616K Buy
57,024
+3,320
+6% +$37.4K 0.14% 110
2024
Q3 		$579K Sell
53,704
-15,312
-22% -$170K 0.14% 110
2024
Q2 		$745K Buy
69,016
+15,314
+29% +$161K 0.17% 99
2024
Q1 		$567K Sell
53,702
-18,356
-25% -$187K 0.15% 110
2023
Q4 		$712K Sell
72,058
-5,467
-7% -$51K 0.2% 92
2023
Q3 		$719K Buy
77,525
+14,877
+24% +$152K 0.23% 85
2023
Q2 		$662K Sell
62,648
-4,001
-6% -$42.5K 0.16% 129
2023
Q1 		$720K Buy
+66,649
New +$704K 0.19% 115
2022
Q4 		– Sell
-57,901
Closed -$597K – 255
2022
Q3 		$597K Buy
+57,901
New +$681K 0.18% 129
2020
Q1 		– Sell
-30,146
Closed -$428K – 239
2019
Q4 		$428K Sell
30,146
-1,345
-4% -$19.1K 0.16% 153
2019
Q3 		$449K Buy
31,491
+4,050
+15% +$57.5K 0.18% 141
2019
Q2 		$383K Buy
27,441
+1,000
+4% +$13.8K 0.16% 161
2019
Q1 		$358K Buy
+26,441
New +$336K 0.15% 169

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Summit X LLC's NMZ Position: Q3 2025 in Review

Summit X LLC sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2025, closing a stake of 55,195 shares — an estimated $572K sold.

Summit X LLC first reported a position in NMZ in Q1 2019 and held it in 15 quarters. The position peaked at $1.55M in Q1 2025. 124 funds tracked by Wall St. Rank hold NMZ as of Q3 2025.

  • Summit X LLC reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 55,195 Nuveen Municipal High Income Opportunity Fund shares in Q3 2025, an estimated $572K.
  • Summit X LLC first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2019 and held it in 15 quarters.
  • Summit X LLC's Nuveen Municipal High Income Opportunity Fund position peaked at $1.55M in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.