XML Financial
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XML Financial’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

XML Financial’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 		$251K Buy
23,726
+11,026
+87% +$113K 0.02% 398
2026
Q1 		$132K Hold
12,700
– – 0.01% 412
2025
Q4 		$129K Buy
+12,700
New +$134K 0.01% 433

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
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
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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

XML Financial's NMZ Position: Q2 2026 in Review

XML Financial increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 87% in Q2 2026, buying an estimated $113K and bringing the position to 23,726 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #398.

XML Financial first reported a position in NMZ in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • XML Financial held 23,726 shares of Nuveen Municipal High Income Opportunity Fund worth $251K as of Q2 2026.
  • XML Financial bought 11,026 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $113K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.02% of XML Financial's portfolio in Q2 2026, its #398 holding.
  • XML Financial first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.