Traynor Capital Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Traynor Capital 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 Q1	$451K	Sell	45,081 -9,236	-17%	-$96.5K	0.03%	188
2025 Q4	$553K	Sell	54,317 -20,860	-28%	-$220K	0.03%	178
2025 Q3	$796K	Sell	75,177 -9,542	-11%	-$97.4K	0.05%	137
2025 Q2	$887K	Sell	84,719 -41,150	-33%	-$427K	0.06%	98
2025 Q1	$1.37M	Sell	125,869 -13,975	-10%	-$155K	0.12%	78
2024 Q4	$1.51M	Buy	139,844 +1,032	+0.7%	+$11.6K	0.1%	84
2024 Q3	$1.62M	Buy	138,812 +19,367	+16%	+$215K	0.1%	85
2024 Q2	$1.29M	Buy	119,445 +1,522	+1%	+$16K	0.1%	84
2024 Q1	$1.25M	Buy	117,923 +5,379	+5%	+$54.7K	0.11%	89
2023 Q4	$1.11M	Buy	112,544 +32,767	+41%	+$306K	0.11%	86
2023 Q3	$740K	Buy	79,777 +15,265	+24%	+$156K	0.09%	99
2023 Q2	$682K	Buy	64,512 +10,399	+19%	+$110K	0.08%	105
2023 Q1	$584K	Buy	54,113 +9,758	+22%	+$103K	0.08%	116
2022 Q4	$459K	Buy	44,355 +8,333	+23%	+$87K	0.06%	126
2022 Q3	$370K	Buy	36,022 +25,972	+258%	+$305K	0.07%	110
2022 Q2	$117K	Buy	+10,050	New	+$121K	0.02%	157
2022 Q1	–	Sell	-141,202	Closed	-$2.13M	–	227
2021 Q4	$2.13M	Sell	141,202 -16	-0%	-$237	0.25%	60
2021 Q3	$2.08M	Sell	141,218 -11,831	-8%	-$182K	0.29%	58
2021 Q2	$2.37M	Sell	153,049 -2,292	-1%	-$34.2K	0.33%	56
2021 Q1	$2.24M	Buy	155,341 +16,590	+12%	+$238K	0.37%	53
2020 Q4	$2M	Sell	138,751 -14,352	-9%	-$196K	0.35%	51
2020 Q3	$2.04M	Buy	153,103 +5,111	+3%	+$68.9K	0.47%	46
2020 Q2	$1.95M	Buy	147,992 +18,337	+14%	+$230K	0.47%	42
2020 Q1	$1.61M	Buy	129,655 +28,215	+28%	+$391K	0.57%	36
2019 Q4	$1.44M	Buy	101,440 +4,478	+5%	+$63.7K	0.38%	59
2019 Q3	$1.38M	Buy	96,962 +5,534	+6%	+$78.6K	0.43%	50
2019 Q2	$1.28M	Buy	91,428 +20,249	+28%	+$279K	0.42%	53
2019 Q1	$963K	Buy	71,179 +7,756	+12%	+$98.7K	0.32%	61
2018 Q4	$738K	Sell	63,423 -11,856	-16%	-$140K	0.31%	59
2018 Q3	$944K	Buy	75,279 +3,499	+5%	+$45K	0.31%	58
2018 Q2	$906K	Sell	71,780 -20,291	-22%	-$254K	0.33%	57
2018 Q1	$1.15M	Sell	92,071 -13,124	-12%	-$172K	0.47%	42
2017 Q4	$1.43M	Buy	105,195 +3,780	+4%	+$51.6K	0.61%	36
2017 Q3	$1.37M	Buy	101,415 +15,043	+17%	+$204K	0.65%	36
2017 Q2	$1.17M	Buy	86,372 +16,405	+23%	+$219K	0.58%	38
2017 Q1	$1.12M	Buy	69,967 +362	+0.5%	+$4.71K	0.63%	32
2016 Q4	$906K	Buy	69,605 +8,564	+14%	+$113K	0.6%	38
2016 Q3	$828K	Sell	61,041 -4,154	-6%	-$61.8K	0.59%	37
2016 Q2	$981K	Buy	65,195 +7,870	+14%	+$112K	0.77%	33
2016 Q1	$801K	Sell	57,325 -9,208	-14%	-$128K	0.64%	35
2015 Q4	$919K	Buy	66,533 +104	+0.2%	+$1.42K	0.66%	38
2015 Q3	$882K	Buy	66,429 +10,498	+19%	+$140K	0.76%	29
2015 Q2	$730K	Buy	55,931 +9,785	+21%	+$132K	0.61%	36
2015 Q1	$638K	Buy	46,146 +19,586	+74%	+$269K	0.61%	33
2014 Q4	$355K	Buy	+26,560	New	+$352K	0.41%	58

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Traynor Capital Management's NMZ Position: Q1 2026 in Review

Traynor Capital Management reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 17% in Q1 2026, selling an estimated $96.5K and leaving 45,081 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #188.

Traynor Capital Management first reported a position in NMZ in Q4 2014 and has held it in 45 quarters since. The position peaked at $2.37M in Q2 2021. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

Traynor Capital Management held 45,081 shares of Nuveen Municipal High Income Opportunity Fund worth $451K as of Q1 2026.
Traynor Capital Management sold 9,236 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $96.5K.
Nuveen Municipal High Income Opportunity Fund made up 0.03% of Traynor Capital Management's portfolio in Q1 2026, its #188 holding.
Traynor Capital Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2014 and has held it in 45 quarters since.
Traynor Capital Management's Nuveen Municipal High Income Opportunity Fund position peaked at $2.37M in Q2 2021.
137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Traynor Capital Management's 13F filing for Q1 2026, filed 15 May 2026.