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YHB Investment Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

YHB Investment Advisors’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 		– Sell
-82,213
Closed -$869K – 323
2026
Q2 		$869K Buy
82,213
+29,158
+55% +$300K 0.06% 189
2026
Q1 		$551K Buy
+53,055
New +$554K 0.04% 204

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
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 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

YHB Investment Advisors's NMZ Position: Q3 2026 in Review

YHB Investment Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2026, closing a stake of 82,213 shares — an estimated $869K sold.

YHB Investment Advisors first reported a position in NMZ in Q1 2026 and held it in 2 quarters. The position peaked at $869K in Q2 2026. 8 funds tracked by Wall St. Rank hold NMZ as of Q3 2026.

  • YHB Investment Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 82,213 Nuveen Municipal High Income Opportunity Fund shares in Q3 2026, an estimated $869K.
  • YHB Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2026 and held it in 2 quarters.
  • YHB Investment Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $869K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.