Creative Planning
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Creative Planning’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Creative Planning’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 		$213K Buy
20,481
+3,149
+18% +$32.9K ﹤0.01% 3685
2025
Q4 		$177K Hold
17,332
– – ﹤0.01% 3591
2025
Q3 		$184K Sell
17,332
-214
-1% -$2.19K ﹤0.01% 3523
2025
Q2 		$182K Hold
17,546
– – ﹤0.01% 3256
2025
Q1 		$191K Buy
+17,546
New +$195K ﹤0.01% 3089
2023
Q4 		– Sell
-45,772
Closed -$425K – 2973
2023
Q3 		$425K Buy
+45,772
New +$468K ﹤0.01% 1669
2017
Q4 		– Sell
-36,620
Closed -$498K – 1975
2017
Q3 		$498K Buy
36,620
+21,900
+149% +$297K ﹤0.01% 1062
2017
Q2 		$198K Hold
14,720
– – ﹤0.01% 1525
2017
Q1 		$194K Sell
14,720
-4,200
-22% -$54.7K ﹤0.01% 1513
2016
Q4 		$242K Buy
18,920
+4,200
+29% +$55.6K ﹤0.01% 1307
2016
Q3 		$214K Hold
14,720
– – ﹤0.01% 1369
2016
Q2 		$219K Hold
14,720
– – ﹤0.01% 1212
2016
Q1 		$206K Buy
14,720
+2,000
+16% +$27.8K ﹤0.01% 1199
2015
Q4 		$176K Sell
12,720
-1,914
-13% -$26.1K ﹤0.01% 1277
2015
Q3 		$194K Sell
14,634
-2,000
-12% -$26.7K ﹤0.01% 1214
2015
Q2 		$217K Buy
16,634
+12,014
+260% +$162K ﹤0.01% 850
2015
Q1 		$64K Sell
4,620
-750
-14% -$10.3K ﹤0.01% 1847
2014
Q4 		$72K Buy
5,370
+1,400
+35% +$18.5K ﹤0.01% 1744
2014
Q3 		$52K Hold
3,970
– – ﹤0.01% 1893
2014
Q2 		$53K Hold
3,970
– – ﹤0.01% 1847
2014
Q1 		$50K Sell
3,970
-165
-4% -$2.07K ﹤0.01% 1800
2013
Q4 		$50K Sell
4,135
-236,100
-98% -$2.76M ﹤0.01% 1609
2013
Q3 		$2.8M Buy
240,235
+96,485
+67% +$1.12M 0.06% 116
2013
Q2 		$1.82M Buy
+143,750
New +$1.92M 0.04% 142

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

Creative Planning's NMZ Position: Q1 2026 in Review

Creative Planning increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 18% in Q1 2026, buying an estimated $32.9K and bringing the position to 20,481 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3685.

Creative Planning first reported a position in NMZ in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.8M in Q3 2013. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

  • Creative Planning held 20,481 shares of Nuveen Municipal High Income Opportunity Fund worth $213K as of Q1 2026.
  • Creative Planning bought 3,149 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $32.9K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3685 holding.
  • Creative Planning first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and has held it in 24 quarters since.
  • Creative Planning's Nuveen Municipal High Income Opportunity Fund position peaked at $2.8M in Q3 2013.
  • 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.