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Capital Investment Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Capital Investment Advisors’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 		$321K Sell
30,374
-115
-0.4% -$1.18K ﹤0.01% 629
2026
Q1 		$316K Hold
30,489
– – ﹤0.01% 601
2025
Q4 		$311K Sell
30,489
-667
-2% -$7.04K ﹤0.01% 593
2025
Q3 		$330K Sell
31,156
-1,500
-5% -$15.3K 0.01% 561
2025
Q2 		$339K Sell
32,656
-600
-2% -$6.22K 0.01% 534
2025
Q1 		$363K Sell
33,256
-2,500
-7% -$27.7K 0.01% 498
2024
Q4 		$387K Sell
35,756
-4,750
-12% -$53.6K 0.01% 466
2024
Q3 		$472K Buy
40,506
+1,088
+3% +$12.1K 0.01% 415
2024
Q2 		$425K Sell
39,418
-1,464
-4% -$15.4K 0.01% 427
2024
Q1 		$432K Buy
40,882
+2,750
+7% +$28K 0.01% 420
2023
Q4 		$377K Buy
38,132
+8,500
+29% +$79.3K 0.01% 435
2023
Q3 		$275K Buy
29,632
+7,000
+31% +$71.5K 0.01% 475
2023
Q2 		$239K Buy
22,632
+3,000
+15% +$31.9K 0.01% 480
2023
Q1 		$212K Buy
19,632
+3,000
+18% +$31.7K 0.01% 506
2022
Q4 		$172K Hold
16,632
– – 0.01% 548
2022
Q3 		$171K Hold
16,632
– – 0.01% 512
2022
Q2 		$195K Sell
16,632
-1,000
-6% -$12K 0.01% 527
2022
Q1 		$229K Sell
17,632
-8,037
-31% -$112K 0.01% 524
2021
Q4 		$388K Buy
25,669
+10
+0% +$148 0.01% 419
2021
Q3 		$379K Buy
25,659
+28
+0.1% +$431 0.01% 408
2021
Q2 		$394K Buy
25,631
+8,064
+46% +$120K 0.01% 401
2021
Q1 		$253K Buy
17,567
+28
+0.2% +$402 0.01% 466
2020
Q4 		$253K Buy
17,539
+29
+0.2% +$396 0.01% 449
2020
Q3 		$236K Buy
17,510
+19
+0.1% +$256 0.01% 437
2020
Q2 		$231K Buy
17,491
+20
+0.1% +$251 0.01% 434
2020
Q1 		$218K Sell
17,471
-2,698
-13% -$37.3K 0.01% 409
2019
Q4 		$286K Sell
20,169
-400
-2% -$5.69K 0.01% 415
2019
Q3 		$294K Sell
20,569
-218
-1% -$3.1K 0.02% 392
2019
Q2 		$290K Hold
20,787
– – 0.02% 392
2019
Q1 		$281K Buy
20,787
+6,250
+43% +$79.5K 0.02% 387
2018
Q4 		$169K Buy
+14,537
New +$172K 0.01% 446
2016
Q3 		– Sell
-5,026
Closed -$75K – 448
2016
Q2 		$75K Buy
+5,026
New +$71.7K 0.01% 427
2015
Q1 		– Sell
-10,036
Closed -$134K – 409
2014
Q4 		$134K Sell
10,036
-1,040
-9% -$13.8K 0.01% 386
2014
Q3 		$144K Buy
11,076
+60
+0.5% +$778 0.02% 376
2014
Q2 		$146K Buy
+11,016
New +$145K 0.02% 372

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Investment Advisors's NMZ Position: Q2 2026 in Review

Capital Investment Advisors reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 0.38% in Q2 2026, selling an estimated $1.18K and leaving 30,374 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Capital Investment Advisors first reported a position in NMZ in Q2 2014 and has held it in 35 quarters since. The position peaked at $472K in Q3 2024. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • Capital Investment Advisors held 30,374 shares of Nuveen Municipal High Income Opportunity Fund worth $321K as of Q2 2026.
  • Capital Investment Advisors sold 115 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $1.18K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #629 holding.
  • Capital Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2014 and has held it in 35 quarters since.
  • Capital Investment Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $472K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

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