YHB Investment Advisors, Inc.
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 1469219
West Hartford, CT
Position in NMZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$868,991
+$318,281 QoQ
Shares Held
82,213
+55.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NMZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $13,858,840 across 9 Asset Management names. NMZ ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
34,470 | $6,645,615 | |
| 2 | BLK |
BlackRock, Inc.
|
3,223 | $3,099,107 | |
| 3 | APO |
Apollo Global Management, Inc.
|
12,187 | $1,441,843 | |
| 4 | NMZ |
Nuveen Municipal High Income Opportunity Fund
This page
|
82,213 | $868,991 | |
| 5 | STT |
State Street Corp
|
8,763 | $469,784 | |
| 6 | BX |
Blackstone Inc.
|
3,910 | $460,089 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
11,105 | $446,754 | |
| 8 | AMP |
Ameriprise Financial Inc
|
478 | $219,287 |
All Filings in NMZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,991 | 82,213 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $550,710 | 53,055 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||