J.W. COLE ADVISORS, INC. NMZ NUVEEN MUN HIGH INCOME OPPOR

Ownership history in J.W. COLE ADVISORS, INC.  ·  6 quarters on record

AI Ownership Summary

J.W. COLE ADVISORS, INC. reported NUVEEN MUN HIGH INCOME OPPOR (NMZ) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.19% in 2026 Q2. The latest visible filing shows NMZ at 0.19% 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 J.W. COLE ADVISORS, INC.'s position in NUVEEN MUN HIGH INCOME OPPOR, 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 Q2

NMZ was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

How J.W. COLE ADVISORS, INC. 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,023,649 +943,642 +1179.4% 0.19% $10.8M 2026-07-21 $10.34
2025 Q4 ADDED 80,007 +607 +0.8% 0.02% $815K 2026-02-11 $10.24
2025 Q3 REDUCED 79,400 -1,679 -2.1% 0.02% $841K 2025-11-05 $10.05
2025 Q2 REDUCED 10.1% +2.8% 81,079 -9,062 -10.1% 0.02% $841K 2025-08-12 $9.36
2025 Q1 ADDED 90,141 +72,441 +409.3% 0.03% $983K 2025-05-05 $9.59
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About J.W. COLE ADVISORS, INC. and NMZ

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

How long has J.W. COLE ADVISORS, INC. reported owning NMZ?

J.W. COLE ADVISORS, INC. reported NMZ across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported NMZ position in J.W. COLE ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for NMZ was 0.19% in 2026 Q2.

What is the latest reported NMZ position on this page?

The most recent filing on this page is 2026 Q2, when J.W. COLE ADVISORS, INC. reported 1,023,649 shares, equal to 0.19% of portfolio, with an estimated market value of $10.8M.

What does the chart on this NMZ ownership page compare?

The chart compares J.W. COLE ADVISORS, INC.'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 J.W. COLE ADVISORS, INC. time their NMZ position?

Based on 13F filing dates vs. subsequent NMZ price moves, J.W. COLE ADVISORS, INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on NMZ relative to SPY over the holding period was -16.5%.

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