KG&L Capital Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

KG&L Capital Management’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	–	Sell	-17,800	Closed	-$181K	–	181
2025 Q4	$181K	Sell	17,800 -1,000	-5%	-$10.5K	0.05%	209
2025 Q3	$199K	Buy	18,800 +1,400	+8%	+$14.3K	0.05%	207
2025 Q2	$180K	Buy	17,400 +2,000	+13%	+$20.7K	0.05%	181
2025 Q1	$168K	Buy	+15,400	New	+$171K	0.05%	187

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KG&L Capital Management's NMZ Position: Q1 2026 in Review

KG&L Capital Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2026, closing a stake of 17,800 shares — an estimated $181K sold.

KG&L Capital Management first reported a position in NMZ in Q1 2025 and held it in 4 quarters. The position peaked at $199K in Q3 2025. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

KG&L Capital Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
KG&L Capital Management sold 17,800 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $181K.
KG&L Capital Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2025 and held it in 4 quarters.
KG&L Capital Management's Nuveen Municipal High Income Opportunity Fund position peaked at $199K in Q3 2025.
137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.