Wakefield Asset Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Wakefield Asset 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	$1.22M	Buy	115,718 +13,895	+14%	+$143K	0.28%	117
2026 Q1	$1.06M	Buy	101,823 +10,447	+11%	+$109K	0.28%	118
2025 Q4	$931K	Buy	91,376 +2,508	+3%	+$26.5K	0.25%	129
2025 Q3	$942K	Buy	88,868 +1,096	+1%	+$11.2K	0.26%	128
2025 Q2	$911K	Buy	87,772 +2,086	+2%	+$21.6K	0.25%	132
2025 Q1	$935K	Buy	85,686 +1,409	+2%	+$15.6K	0.28%	122
2024 Q4	$911K	Buy	84,277 +2,976	+4%	+$33.6K	0.31%	107
2024 Q3	$948K	Buy	81,301 +1,063	+1%	+$11.8K	0.31%	96
2024 Q2	$866K	Buy	80,238 +782	+1%	+$8.21K	0.3%	106
2024 Q1	$839K	Buy	79,456 +5,304	+7%	+$53.9K	0.29%	111
2023 Q4	$733K	Buy	+74,152	New	+$692K	0.27%	118

Other funds holding NMZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wakefield Asset Management's NMZ Position: Q2 2026 in Review

Wakefield Asset Management increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 14% in Q2 2026, buying an estimated $143K and bringing the position to 115,718 shares worth $1.22M. The position accounts for 0.28% of the portfolio, ranked #117.

Wakefield Asset Management first reported a position in NMZ in Q4 2023 and has held it in 11 quarters since. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Wakefield Asset Management held 115,718 shares of Nuveen Municipal High Income Opportunity Fund worth $1.22M as of Q2 2026.
Wakefield Asset Management bought 13,895 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $143K.
Nuveen Municipal High Income Opportunity Fund made up 0.28% of Wakefield Asset Management's portfolio in Q2 2026, its #117 holding.
Wakefield Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and has held it in 11 quarters since.
213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.