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
2025
Q1 		– Sell
-11,071
Closed -$120K – 2424
2024
Q4 		$120K Buy
+11,071
New +$125K ﹤0.01% 2190

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CAPTRUST Financial Advisors's NMZ Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2025, closing a stake of 11,071 shares — an estimated $120K sold.

CAPTRUST Financial Advisors first reported a position in NMZ in Q4 2024 and held it in 1 quarter. The position peaked at $120K in Q4 2024. 130 funds tracked by Wall St. Rank hold NMZ as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 11,071 Nuveen Municipal High Income Opportunity Fund shares in Q1 2025, an estimated $120K.
  • CAPTRUST Financial Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2024 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $120K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.