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

Berkeley Capital Partners’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	$111K	Sell	10,475 -1,098	-9%	-$11.3K	0.02%	201
2026 Q1	$120K	Hold	11,573	–	–	0.03%	181
2025 Q4	$118K	Hold	11,573	–	–	0.03%	188
2025 Q3	$123K	Sell	11,573 -600	-5%	-$6.13K	0.03%	185
2025 Q2	$126K	Hold	12,173	–	–	0.03%	170
2025 Q1	$133K	Hold	12,173	–	–	0.04%	166
2024 Q4	$132K	Hold	12,173	–	–	0.04%	172
2024 Q3	$142K	Hold	12,173	–	–	0.04%	163
2024 Q2	$131K	Hold	12,173	–	–	0.04%	161
2024 Q1	$129K	Hold	12,173	–	–	0.04%	162
2023 Q4	$120K	Sell	12,173 -2,100	-15%	-$19.6K	0.04%	149
2023 Q3	$132K	Buy	+14,273	New	+$146K	0.05%	144
2023 Q2	–	Sell	-14,273	Closed	-$154K	–	145
2023 Q1	$154K	Hold	14,273	–	–	0.06%	140
2022 Q4	$148K	Buy	14,273 +42	+0.3%	+$438	0.06%	137
2022 Q3	$146K	Buy	14,231 +57	+0.4%	+$670	0.06%	126
2022 Q2	$166K	Buy	14,174 +352	+3%	+$4.23K	0.07%	132
2022 Q1	$180K	Buy	13,822 +1,031	+8%	+$14.3K	0.07%	151
2021 Q4	$193K	Buy	12,791 +30	+0.2%	+$445	0.08%	138
2021 Q3	$188K	Buy	12,761 +29	+0.2%	+$446	0.09%	132
2021 Q2	$196K	Buy	12,732 +29	+0.2%	+$433	0.09%	131
2021 Q1	$183K	Buy	12,703 +2,228	+21%	+$32K	0.09%	116
2020 Q4	$151K	Hold	10,475	–	–	0.08%	113
2020 Q3	$141K	Hold	10,475	–	–	0.09%	97
2020 Q2	$138K	Hold	10,475	–	–	0.09%	101
2020 Q1	$130K	Buy	+10,475	New	+$145K	0.09%	106

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

Berkeley Capital Partners's NMZ Position: Q2 2026 in Review

Berkeley Capital Partners reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 9.5% in Q2 2026, selling an estimated $11.3K and leaving 10,475 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #201.

Berkeley Capital Partners first reported a position in NMZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $196K in Q2 2021. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Berkeley Capital Partners held 10,475 shares of Nuveen Municipal High Income Opportunity Fund worth $111K as of Q2 2026.
Berkeley Capital Partners sold 1,098 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $11.3K.
Nuveen Municipal High Income Opportunity Fund made up 0.02% of Berkeley Capital Partners's portfolio in Q2 2026, its #201 holding.
Berkeley Capital Partners first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2020 and has held it in 25 quarters since.
Berkeley Capital Partners's Nuveen Municipal High Income Opportunity Fund position peaked at $196K in Q2 2021.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

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