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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
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

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

YHB Investment Advisors's NMZ Position: Q2 2026 in Review

YHB Investment Advisors increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 55% in Q2 2026, buying an estimated $300K and bringing the position to 82,213 shares worth $869K. The position accounts for 0.06% of the portfolio, ranked #189.

YHB Investment Advisors first reported a position in NMZ in Q1 2026 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

  • YHB Investment Advisors held 82,213 shares of Nuveen Municipal High Income Opportunity Fund worth $869K as of Q2 2026.
  • YHB Investment Advisors bought 29,158 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $300K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.06% of YHB Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • YHB Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.