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

AlphaCore Capital’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	$130K	Buy	12,243 +232	+2%	+$2.38K	﹤0.01%	1180
2026 Q1	$125K	Buy	12,011 +147	+1%	+$1.54K	﹤0.01%	898
2025 Q4	$121K	Buy	11,864 +291	+3%	+$3.07K	﹤0.01%	1060
2025 Q3	$123K	Sell	11,573 -1,261	-10%	-$12.9K	﹤0.01%	783
2025 Q2	$134K	Buy	12,834 +234	+2%	+$2.43K	0.01%	665
2025 Q1	$138K	Buy	+12,600	New	+$140K	0.01%	489

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

AlphaCore Capital's NMZ Position: Q2 2026 in Review

AlphaCore Capital increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 1.9% in Q2 2026, buying an estimated $2.38K and bringing the position to 12,243 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

AlphaCore Capital first reported a position in NMZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $138K in Q1 2025. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

AlphaCore Capital held 12,243 shares of Nuveen Municipal High Income Opportunity Fund worth $130K as of Q2 2026.
AlphaCore Capital bought 232 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $2.38K.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1180 holding.
AlphaCore Capital first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's Nuveen Municipal High Income Opportunity Fund position peaked at $138K in Q1 2025.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.