Catalina Capital Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Catalina Capital Group’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 Q2	–	Sell	-10,797	Closed	-$118K	–	197
2025 Q1	$118K	Hold	10,797	–	–	0.08%	169
2024 Q4	$117K	Hold	10,797	–	–	0.04%	325
2024 Q3	$126K	Hold	10,797	–	–	0.04%	318
2024 Q2	$117K	Buy	10,797 +148	+1%	+$1.55K	0.04%	290
2024 Q1	$112K	Hold	10,649	–	–	0.05%	284
2023 Q4	$105K	Buy	+10,649	New	+$99.4K	0.07%	167

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Catalina Capital Group's NMZ Position: Q2 2025 in Review

Catalina Capital Group sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2025, closing a stake of 10,797 shares — an estimated $118K sold.

Catalina Capital Group first reported a position in NMZ in Q4 2023 and held it in 6 quarters. The position peaked at $126K in Q3 2024. 127 funds tracked by Wall St. Rank hold NMZ as of Q2 2025.

Catalina Capital Group reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Catalina Capital Group sold 10,797 Nuveen Municipal High Income Opportunity Fund shares in Q2 2025, an estimated $118K.
Catalina Capital Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and held it in 6 quarters.
Catalina Capital Group's Nuveen Municipal High Income Opportunity Fund position peaked at $126K in Q3 2024.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2025.

Based on Catalina Capital Group's 13F filing for Q2 2025, filed 21 Jul 2025.