CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

CAPTRUST Financial 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 		$731K Buy
+69,119
New +$710K ﹤0.01% 1925
2025
Q1 		– Sell
-11,071
Closed -$120K – 2424
2024
Q4 		$120K Buy
+11,071
New +$125K ﹤0.01% 2190

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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

CAPTRUST Financial Advisors's NMZ Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2026: 69,119 shares worth $731K. The stake represents ﹤0.01% of the portfolio and ranks #1925 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in NMZ as recently as Q4 2024.

CAPTRUST Financial Advisors first reported a position in NMZ in Q4 2024 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • CAPTRUST Financial Advisors held 69,119 shares of Nuveen Municipal High Income Opportunity Fund worth $731K as of Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1925 holding.
  • CAPTRUST Financial Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2024 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.