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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AlphaCore Capital's NMZ Position: Q1 2026 in Review

AlphaCore Capital increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 1.2% in Q1 2026, buying an estimated $1.54K and bringing the position to 12,011 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

AlphaCore Capital first reported a position in NMZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $138K in Q1 2025. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

  • AlphaCore Capital held 12,011 shares of Nuveen Municipal High Income Opportunity Fund worth $125K as of Q1 2026.
  • AlphaCore Capital bought 147 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $1.54K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #898 holding.
  • AlphaCore Capital first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's Nuveen Municipal High Income Opportunity Fund position peaked at $138K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

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