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

Capital Investment Advisory Services’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 Q1	–	Sell	-14,000	Closed	-$138K	–	996
2023 Q4	$138K	Sell	14,000 -12,795	-48%	-$119K	0.01%	531
2023 Q3	$249K	Hold	26,795	–	–	0.02%	420
2023 Q2	$283K	Hold	26,795	–	–	0.03%	380
2023 Q1	$289K	Hold	26,795	–	–	0.03%	370
2022 Q4	$277K	Hold	26,795	–	–	0.03%	387
2022 Q3	$275K	Hold	26,795	–	–	0.04%	359
2022 Q2	$314K	Hold	26,795	–	–	0.04%	351
2022 Q1	$349K	Hold	26,795	–	–	0.04%	357
2021 Q4	$405K	Sell	26,795 -1,705	-6%	-$25.3K	0.05%	316
2021 Q3	$421K	Hold	28,500	–	–	0.05%	293
2021 Q2	$439K	Sell	28,500 -6,700	-19%	-$100K	0.06%	298
2021 Q1	$508K	Hold	35,200	–	–	0.07%	246
2020 Q4	$508K	Buy	35,200 +10,900	+45%	+$149K	0.08%	248
2020 Q3	$328K	Buy	+24,300	New	+$328K	0.06%	265
2019 Q4	–	Sell	-1,500	Closed	-$21K	–	1010
2019 Q3	$21K	Hold	1,500	–	–	0.01%	804
2019 Q2	$21K	Hold	1,500	–	–	0.01%	769
2019 Q1	$20K	Hold	1,500	–	–	0.01%	686
2018 Q4	$17K	Buy	+1,500	New	+$17.7K	0.01%	676

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Capital Investment Advisory Services's NMZ Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2024, closing a stake of 14,000 shares — an estimated $138K sold.

Capital Investment Advisory Services first reported a position in NMZ in Q4 2018 and held it in 18 quarters. The position peaked at $508K in Q1 2021. 118 funds tracked by Wall St. Rank hold NMZ as of Q1 2024.

Capital Investment Advisory Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 14,000 Nuveen Municipal High Income Opportunity Fund shares in Q1 2024, an estimated $138K.
Capital Investment Advisory Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2018 and held it in 18 quarters.
Capital Investment Advisory Services's Nuveen Municipal High Income Opportunity Fund position peaked at $508K in Q1 2021.
118 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.