DJYG
NMZ icon

David J. Yvars Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

David J. Yvars 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
2026
Q3 		$139K Hold
15,508
– – 0.06% 103
2026
Q2 		$164K Buy
+15,508
New +$159K 0.08% 102

Other funds holding NMZ

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

David J. Yvars Group's NMZ Position: Q3 2026 in Review

David J. Yvars Group held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q3 2026 at 15,508 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #103.

David J. Yvars Group first reported a position in NMZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $164K in Q2 2026. 8 funds tracked by Wall St. Rank hold NMZ as of Q3 2026.

  • David J. Yvars Group held 15,508 shares of Nuveen Municipal High Income Opportunity Fund worth $139K as of Q3 2026.
  • David J. Yvars Group left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q3 2026.
  • Nuveen Municipal High Income Opportunity Fund made up 0.06% of David J. Yvars Group's portfolio in Q3 2026, its #103 holding.
  • David J. Yvars Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2026 and has held it in 2 quarters since.
  • David J. Yvars Group's Nuveen Municipal High Income Opportunity Fund position peaked at $164K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.