WESPAC Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

WESPAC Advisors’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 Q3	$651K	Hold	72,603	–	–	0.33%	92
2026 Q2	$767K	Hold	72,603	–	–	0.37%	83
2026 Q1	$754K	Hold	72,603	–	–	0.41%	78
2025 Q4	$740K	Buy	72,603 +2,329	+3%	+$24.6K	0.4%	79
2025 Q3	$744K	Hold	70,274	–	–	0.43%	86
2025 Q2	$729K	Hold	70,274	–	–	0.51%	77
2025 Q1	$767K	Buy	70,274 +22,502	+47%	+$250K	0.62%	64
2024 Q4	$516K	Buy	47,772 +22,542	+89%	+$254K	0.38%	93
2024 Q3	$294K	Hold	25,230	–	–	0.22%	127
2024 Q2	$272K	Sell	25,230 -25,230	-50%	-$265K	0.21%	132
2024 Q1	$533K	Buy	+50,460	New	+$513K	0.31%	104

Other funds holding NMZ

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

WESPAC Advisors's NMZ Position: Q3 2026 in Review

WESPAC Advisors held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q3 2026 at 72,603 shares worth $651K. The position accounts for 0.33% of the portfolio, ranked #92.

WESPAC Advisors first reported a position in NMZ in Q1 2024 and has held it in 11 quarters since. The position peaked at $767K in Q2 2026. 75 funds tracked by Wall St. Rank hold NMZ as of Q3 2026.

WESPAC Advisors held 72,603 shares of Nuveen Municipal High Income Opportunity Fund worth $651K as of Q3 2026.
WESPAC Advisors left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q3 2026.
Nuveen Municipal High Income Opportunity Fund made up 0.33% of WESPAC Advisors's portfolio in Q3 2026, its #92 holding.
WESPAC Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2024 and has held it in 11 quarters since.
WESPAC Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $767K in Q2 2026.
75 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.