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

Regatta 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 Q4	–	Sell	-109,768	Closed	-$1.16M	–	221
2025 Q3	$1.16M	Hold	109,768	–	–	0.18%	83
2025 Q2	$1.14M	Hold	109,768	–	–	0.2%	79
2025 Q1	$1.2M	Sell	109,768 -2,601	-2%	-$28.8K	0.23%	70
2024 Q4	$1.21M	Hold	112,369	–	–	0.24%	70
2024 Q3	$1.31M	Hold	112,369	–	–	0.25%	66
2024 Q2	$1.21M	Hold	112,369	–	–	0.26%	62
2024 Q1	$1.19M	Hold	112,369	–	–	0.27%	65
2023 Q4	$1.11M	Hold	112,369	–	–	0.29%	64
2023 Q3	$1.04M	Hold	112,369	–	–	0.33%	62
2023 Q2	$1.19M	Hold	112,369	–	–	0.38%	56
2023 Q1	$1.16M	Hold	112,369	–	–	0.41%	56
2022 Q4	$1.16M	Buy	+112,369	New	+$1.17M	0.41%	56

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

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

MPW

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Regatta Capital Group's NMZ Position: Q4 2025 in Review

Regatta Capital Group sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2025, closing a stake of 109,768 shares — an estimated $1.16M sold.

Regatta Capital Group first reported a position in NMZ in Q4 2022 and held it in 12 quarters. The position peaked at $1.31M in Q3 2024. 131 funds tracked by Wall St. Rank hold NMZ as of Q4 2025.

Regatta Capital Group reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
Regatta Capital Group sold 109,768 Nuveen Municipal High Income Opportunity Fund shares in Q4 2025, an estimated $1.16M.
Regatta Capital Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and held it in 12 quarters.
Regatta Capital Group's Nuveen Municipal High Income Opportunity Fund position peaked at $1.31M in Q3 2024.
131 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2025.

Based on Regatta Capital Group's 13F filing for Q4 2025, filed 13 Jan 2026.