Integrated Capital Management (Pennsylvania)’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Integrated Capital Management (Pennsylvania)’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	-37,565	Closed	-$410K	–	76
2025 Q1	$410K	Buy	37,565 +1,190	+3%	+$13.2K	0.33%	23
2024 Q4	$393K	Buy	36,375 +7,089	+24%	+$80K	0.31%	24
2024 Q3	$341K	Buy	29,286 +205	+0.7%	+$2.28K	0.26%	27
2024 Q2	$314K	Buy	29,081 +4,488	+18%	+$47.1K	0.25%	28
2024 Q1	$260K	Buy	24,593 +3,235	+15%	+$32.9K	0.21%	28
2023 Q4	$211K	Buy	21,358 +592	+3%	+$5.53K	0.18%	30
2023 Q3	$193K	Buy	20,766 +2,079	+11%	+$21.2K	0.17%	31
2023 Q2	$198K	Sell	18,687 -773	-4%	-$8.21K	0.18%	31
2023 Q1	$156K	Buy	+19,460	New	+$206K	0.14%	41

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

Integrated Capital Management (Pennsylvania)'s NMZ Position: Q2 2025 in Review

Integrated Capital Management (Pennsylvania) sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2025, closing a stake of 37,565 shares — an estimated $410K sold.

Integrated Capital Management (Pennsylvania) first reported a position in NMZ in Q1 2023 and held it in 9 quarters. The position peaked at $410K in Q1 2025. 127 funds tracked by Wall St. Rank hold NMZ as of Q2 2025.

Integrated Capital Management (Pennsylvania) reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2025 after selling out during the quarter.
Integrated Capital Management (Pennsylvania) sold 37,565 Nuveen Municipal High Income Opportunity Fund shares in Q2 2025, an estimated $410K.
Integrated Capital Management (Pennsylvania) first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2023 and held it in 9 quarters.
Integrated Capital Management (Pennsylvania)'s Nuveen Municipal High Income Opportunity Fund position peaked at $410K in Q1 2025.
127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2025.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q2 2025, filed 25 Jul 2025.