CCWA
NMZ icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$406K Hold
38,418
– – 0.01% 238
2026
Q1 		$399K Hold
38,418
– – 0.01% 212
2025
Q4 		$391K Sell
38,418
-19,815
-34% -$209K 0.01% 201
2025
Q3 		$617K Sell
58,233
-1,678
-3% -$17.1K 0.01% 176
2025
Q2 		$621K Hold
59,911
– – 0.01% 176
2025
Q1 		$654K Hold
59,911
– – 0.01% 167
2024
Q4 		$648K Sell
59,911
-5,613
-9% -$63.3K 0.01% 160
2024
Q3 		$764K Hold
65,524
– – 0.02% 154
2024
Q2 		$707K Hold
65,524
– – 0.02% 151
2024
Q1 		$692K Hold
65,524
– – 0.02% 150
2023
Q4 		$647K Sell
65,524
-31,972
-33% -$298K 0.02% 158
2023
Q3 		$905K Sell
97,496
-79,794
-45% -$815K 0.03% 128
2023
Q2 		$1.87M Buy
177,290
+200
+0.1% +$2.12K 0.05% 106
2023
Q1 		$1.91M Buy
177,090
+210
+0.1% +$2.22K 0.06% 105
2022
Q4 		$1.83M Buy
+176,880
New +$1.85M 0.07% 108
2022
Q3 		– Sell
-187,010
Closed -$2.19M – 136
2022
Q2 		$2.19M Sell
187,010
-447
-0.2% -$5.37K 0.09% 94
2022
Q1 		$2.44M Sell
187,457
-5,817
-3% -$80.9K 0.09% 95
2021
Q4 		$2.92M Sell
193,274
-8,180
-4% -$121K 0.11% 80
2021
Q3 		$2.97M Buy
201,454
+2,534
+1% +$39K 0.12% 75
2021
Q2 		$3.06M Sell
198,920
-11,464
-5% -$171K 0.13% 77
2021
Q1 		$3.04M Sell
210,384
-46,423
-18% -$667K 0.14% 73
2020
Q4 		$3.7M Buy
256,807
+187
+0.1% +$2.55K 0.18% 63
2020
Q3 		$3.46M Buy
256,620
+10,965
+4% +$148K 0.2% 64
2020
Q2 		$3.24M Buy
+245,655
New +$3.09M 0.2% 65
2019
Q4 		$3.43M Sell
241,801
-3,562
-1% -$50.6K 0.27% 51
2019
Q3 		$3.5M Sell
245,363
-2,958
-1% -$42K 0.31% 48
2019
Q2 		$3.47M Buy
248,321
+2,435
+1% +$33.5K 0.35% 46
2019
Q1 		$3.33M Buy
245,886
+7,170
+3% +$91.2K 0.36% 42
2018
Q4 		$2.78M Buy
238,716
+161,303
+208% +$1.91M 0.28% 56
2018
Q3 		$972K Sell
77,413
-5,550
-7% -$71.4K 0.09% 88
2018
Q2 		$1.05M Sell
82,963
-9,050
-10% -$113K 0.1% 87
2018
Q1 		$1.15M Hold
92,013
– – 0.12% 83
2017
Q4 		$1.25M Sell
92,013
-3,193
-3% -$43.6K 0.13% 76
2017
Q3 		$1.3M Hold
95,206
– – 0.14% 81
2017
Q2 		$1.28M Hold
95,206
– – 0.14% 82
2017
Q1 		$1.25M Hold
95,206
– – 0.14% 85
2016
Q4 		$1.22M Sell
95,206
-5,064
-5% -$67K 0.14% 83
2016
Q3 		$1.46M Sell
100,270
-5,332
-5% -$79.3K 0.18% 69
2016
Q2 		$1.57M Sell
105,602
-19,000
-15% -$271K 0.23% 62
2016
Q1 		$1.74M Sell
124,602
-338
-0.3% -$4.7K 0.27% 57
2015
Q4 		$1.73M Sell
124,940
-10,750
-8% -$146K 0.29% 57
2015
Q3 		$1.8M Hold
135,690
– – 0.34% 51
2015
Q2 		$1.77M Sell
135,690
-105,877
-44% -$1.43M 0.35% 41
2015
Q1 		$3.34M Buy
241,567
+309
+0.1% +$4.25K 0.74% 27
2014
Q4 		$3.23M Sell
241,258
-72,579
-23% -$961K 0.7% 25
2014
Q3 		$4.09M Sell
313,837
-84,436
-21% -$1.09M 0.87% 25
2014
Q2 		$5.28M Sell
398,273
-687
-0.2% -$9.03K 1.04% 24
2014
Q1 		$5.08M Sell
398,960
-17,067
-4% -$214K 1.12% 24
2013
Q4 		$4.99M Buy
416,027
+131,471
+46% +$1.53M 1.25% 23
2013
Q3 		$3.32M Buy
+284,556
New +$3.3M 0.9% 29

Other funds holding NMZ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NMZ Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q2 2026 at 38,418 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #238.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NMZ in Q3 2013 and has held it in 50 quarters since. The position peaked at $5.28M in Q2 2014. 41 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 38,418 shares of Nuveen Municipal High Income Opportunity Fund worth $406K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q2 2026.
  • Nuveen Municipal High Income Opportunity Fund made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #238 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2013 and has held it in 50 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $5.28M in Q2 2014.
  • 41 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.