CLIFTONLARSONALLEN WEALTH ADVISORS, LLC NMZ — Nuveen Muni High Inc Opp Common

Ownership history in CLIFTONLARSONALLEN WEALTH ADVISORS, LLC  ·  48 quarters on record

AI Ownership Summary

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported Nuveen Muni High Inc Opp Common (NMZ) in 48 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows NMZ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NMZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's position in Nuveen Muni High Inc Opp Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NMZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NMZ stock page CLIFTONLARSONALLEN WEALTH ADVISORS, LLC fund profile CLIFTONLARSONALLEN WEALTH ADVISORS, LLC full holdings
How CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held NMZ — position size vs. price
% of Fund (quarterly)    NMZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 38,418 — 0% 0.01% $399K 2026-04-09 $10.23
2025 Q4 REDUCED 34.0% +3.8% ❌ 38,418 -19,815 -34.0% 0.01% $391K 2026-01-22 $10.03
2025 Q3 REDUCED — — — 58,233 -1,678 -2.8% 0.01% $617K 2025-10-14 $10.10
2025 Q2 UNCHANGED — — — 59,911 — 0% 0.01% $621K 2025-07-21 $9.25
2025 Q1 UNCHANGED — — — 59,911 — 0% 0.01% $654K 2025-04-17 $9.47
2024 Q4 REDUCED 8.6% +2.8% ❌ 59,911 -5,613 -8.6% 0.01% $648K 2025-01-14 $9.76
2024 Q3 UNCHANGED — — — 65,524 — 0% 0.02% $764K 2024-10-15 $10.17
2024 Q2 UNCHANGED — — — 65,524 — 0% 0.02% $707K 2024-07-12 $9.37
2024 Q1 UNCHANGED — — — 65,524 — 0% 0.02% $692K 2024-05-02 $8.85
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NMZ

As of 2026 Q1 — sorted by position size

Melone Private Wealth, LLC 3Y 2.85% Gridiron Partners, LLC 2.03% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 1.42% MFA Wealth Services 0.75% Worthington Financial Partners, LLC 0.63% Palogic Value Management, L.P. 3Y 0.58% Hennion & Walsh Asset Management, Inc. 3Y 0.57% Camelot Portfolios, LLC 3Y 7Y 0.56% WESPAC Advisors, LLC 3Y 7Y 0.41% EQ WEALTH ADVISORS, LLC 0.4%

FAQ About CLIFTONLARSONALLEN WEALTH ADVISORS, LLC and NMZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported owning NMZ?

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported NMZ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NMZ position in CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for NMZ was 0.02% in 2024 Q3.

What is the latest reported NMZ position on this page?

The most recent filing on this page is 2026 Q1, when CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported 38,418 shares, equal to 0.01% of portfolio, with an estimated market value of $399K.

What does the chart on this NMZ ownership page compare?

The chart compares CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's quarterly NMZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CLIFTONLARSONALLEN WEALTH ADVISORS, LLC time their NMZ position?

Based on 13F filing dates vs. subsequent NMZ price moves, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC correctly timed 19 out of 37 reported position changes (51%). The annualised alpha on NMZ relative to SPY over the holding period was -7.3%.

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