CP
NMZ icon

Camelot Portfolios’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Camelot Portfolios’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 		$711K Sell
67,263
-5,590
-8% -$57.5K 0.5% 73
2026
Q1 		$756K Sell
72,853
-231
-0.3% -$2.41K 0.56% 62
2025
Q4 		$745K Sell
73,084
-4,929
-6% -$52K 0.46% 71
2025
Q3 		$826K Buy
78,013
+3,941
+5% +$40.2K 0.49% 68
2025
Q2 		$768K Buy
74,072
+103
+0.1% +$1.07K 0.46% 71
2025
Q1 		$807K Buy
73,969
+11,490
+18% +$127K 0.5% 75
2024
Q4 		$675K Sell
62,479
-19,000
-23% -$214K 0.73% 50
2024
Q3 		$950K Sell
81,479
-18,710
-19% -$208K 0.93% 40
2024
Q2 		$1.08M Buy
100,189
+13,461
+16% +$141K 0.61% 48
2024
Q1 		$916K Sell
86,728
-18,487
-18% -$188K 0.9% 41
2023
Q4 		$1.04M Buy
105,215
+71,487
+212% +$667K 0.62% 48
2023
Q3 		$313K Buy
33,728
+631
+2% +$6.45K 0.3% 96
2023
Q2 		$350K Sell
33,097
-342
-1% -$3.63K 0.22% 123
2023
Q1 		$361K Buy
33,439
+65
+0.2% +$687 0.25% 114
2022
Q4 		$345K Buy
33,374
+21,093
+172% +$220K 0.26% 116
2022
Q3 		$126K Sell
12,281
-4,712
-28% -$55.4K 0.12% 143
2022
Q2 		$199K Sell
16,993
-1,762
-9% -$21.2K 0.12% 194
2022
Q1 		$244K Sell
18,755
-1,254
-6% -$17.4K 0.12% 199
2021
Q4 		$303K Buy
+20,009
New +$297K 0.12% 190
2021
Q3 		– Sell
-14,526
Closed -$224K – 243
2021
Q2 		$224K Buy
14,526
+640
+5% +$9.55K 0.09% 213
2021
Q1 		$200K Buy
13,886
+2,607
+23% +$37.4K 0.08% 198
2020
Q4 		$163K Sell
11,279
-316
-3% -$4.31K 0.09% 203
2020
Q3 		$156K Sell
11,595
-291
-2% -$3.92K 0.1% 181
2020
Q2 		$157K Buy
11,886
+47
+0.4% +$591 0.1% 186
2020
Q1 		$147K Buy
11,839
+1,691
+17% +$23.4K 0.08% 185
2019
Q4 		$144K Buy
+10,148
New +$144K 0.06% 225

Other funds holding NMZ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Camelot Portfolios's NMZ Position: Q2 2026 in Review

Camelot Portfolios reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 7.7% in Q2 2026, selling an estimated $57.5K and leaving 67,263 shares worth $711K. The position accounts for 0.5% of the portfolio, ranked #73.

Camelot Portfolios first reported a position in NMZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.08M in Q2 2024. 37 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Camelot Portfolios held 67,263 shares of Nuveen Municipal High Income Opportunity Fund worth $711K as of Q2 2026.
  • Camelot Portfolios sold 5,590 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $57.5K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.5% of Camelot Portfolios's portfolio in Q2 2026, its #73 holding.
  • Camelot Portfolios first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2019 and has held it in 26 quarters since.
  • Camelot Portfolios's Nuveen Municipal High Income Opportunity Fund position peaked at $1.08M in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.