Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$20K Hold
1,924
– – ﹤0.01% 4420
2025
Q4 		$20K Hold
1,924
– – ﹤0.01% 4174
2025
Q3 		$20K Hold
1,924
– – ﹤0.01% 4127
2025
Q2 		$20K Hold
1,924
– – ﹤0.01% 3914
2025
Q1 		$21K Hold
1,924
– – ﹤0.01% 3638
2024
Q4 		$21K Buy
1,924
+1,611
+515% +$18.2K ﹤0.01% 3406
2024
Q3 		$4K Hold
313
– – ﹤0.01% 4198
2024
Q2 		$3K Sell
313
-860
-73% -$9.03K ﹤0.01% 4094
2024
Q1 		$12K Hold
1,173
– – ﹤0.01% 3237
2023
Q4 		$12K Hold
1,173
– – ﹤0.01% 3091
2023
Q3 		$11K Buy
1,173
+320
+38% +$3.27K ﹤0.01% 3086
2023
Q2 		$9K Buy
853
+319
+60% +$3.39K ﹤0.01% 3143
2023
Q1 		$6K Buy
534
+8
+2% +$85 ﹤0.01% 3223
2022
Q4 		$5K Buy
526
+355
+208% +$3.71K ﹤0.01% 3201
2022
Q3 		$2K Buy
+171
New +$2.01K ﹤0.01% 3504
2019
Q1 		– Sell
-69
Closed -$1K – 3175
2018
Q4 		$1K Hold
69
– – ﹤0.01% 1946
2018
Q3 		$1K Buy
+69
New +$888 ﹤0.01% 1711

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NMZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q1 2026 at 1,924 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #4420.

Carson Wealth (CWM LLC) first reported a position in NMZ in Q3 2018 and has held it in 17 quarters since. The position peaked at $21K in Q1 2025. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,924 shares of Nuveen Municipal High Income Opportunity Fund worth $20K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q1 2026.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4420 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Nuveen Municipal High Income Opportunity Fund position peaked at $21K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.