BCP
NMZ icon

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
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
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

Berkeley Capital Partners's NMZ Position: Q1 2026 in Review

Berkeley Capital Partners held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q1 2026 at 11,573 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #181.

Berkeley Capital Partners first reported a position in NMZ in Q1 2020 and has held it in 24 quarters since. The position peaked at $196K in Q2 2021. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

  • Berkeley Capital Partners held 11,573 shares of Nuveen Municipal High Income Opportunity Fund worth $120K as of Q1 2026.
  • Berkeley Capital Partners left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q1 2026.
  • Nuveen Municipal High Income Opportunity Fund made up 0.03% of Berkeley Capital Partners's portfolio in Q1 2026, its #181 holding.
  • Berkeley Capital Partners first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2020 and has held it in 24 quarters since.
  • Berkeley Capital Partners's Nuveen Municipal High Income Opportunity Fund position peaked at $196K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.