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Caldwell Trust’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Caldwell Trust’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
2024
Q4 		– Sell
-1,000
Closed -$11.7K – 724
2024
Q3 		$11.7K Hold
1,000
– – ﹤0.01% 598
2024
Q2 		$10.8K Hold
1,000
– – ﹤0.01% 607
2024
Q1 		$10.6K Hold
1,000
– – ﹤0.01% 615
2023
Q4 		$9.88K Hold
1,000
– – ﹤0.01% 609
2023
Q3 		$9.28K Hold
1,000
– – ﹤0.01% 617
2023
Q2 		$10.6K Hold
1,000
– – ﹤0.01% 622
2023
Q1 		$10.8K Hold
1,000
– – ﹤0.01% 615
2022
Q4 		$10.3K Hold
1,000
– – ﹤0.01% 613
2022
Q3 		$10.3K Buy
1,000
+500
+100% +$5.88K ﹤0.01% 608
2022
Q2 		$5.85K Hold
500
– – ﹤0.01% 666
2022
Q1 		$6.5K Hold
500
– – ﹤0.01% 671
2021
Q4 		$7.56K Hold
500
– – ﹤0.01% 653
2021
Q3 		$7.38K Hold
500
– – ﹤0.01% 651
2021
Q2 		$7.7K Sell
500
-3,000
-86% -$44.8K ﹤0.01% 653
2021
Q1 		$50.5K Hold
3,500
– – 0.01% 430
2020
Q4 		$50.5K Hold
3,500
– – 0.01% 414
2020
Q3 		$47.2K Hold
3,500
– – 0.01% 420
2020
Q2 		$46.2K Hold
3,500
– – 0.01% 424
2020
Q1 		$43.6K Hold
3,500
– – 0.01% 429
2019
Q4 		$49.7K Buy
+3,500
New +$49.8K 0.01% 463

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

Caldwell Trust's NMZ Position: Q4 2024 in Review

Caldwell Trust sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2024, closing a stake of 1,000 shares — an estimated $11.7K sold.

Caldwell Trust first reported a position in NMZ in Q4 2019 and held it in 20 quarters. The position peaked at $50.5K in Q1 2021. 126 funds tracked by Wall St. Rank hold NMZ as of Q4 2024.

  • Caldwell Trust reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Caldwell Trust sold 1,000 Nuveen Municipal High Income Opportunity Fund shares in Q4 2024, an estimated $11.7K.
  • Caldwell Trust first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2019 and held it in 20 quarters.
  • Caldwell Trust's Nuveen Municipal High Income Opportunity Fund position peaked at $50.5K in Q1 2021.
  • 126 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.