Dynamic Advisor Solutions LLC
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 1599747
PHOENIX, AZ
Position in NMZ
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$214,560
+$57,137 QoQ
Shares Held
20,299
+33.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#116
of 213 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $40,498,272 across 42 Asset Management names. NMZ ranks #31 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,498 | $6,248,216 | |
| 2 | ARES |
Ares Management Corp
|
53,717 | $5,979,239 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
382,350 | $4,599,670 | |
| 4 | BHK |
Blackrock Core Bond Trust
|
479,508 | $4,397,088 | |
| 5 | NTRS |
Northern Trust Corp
|
13,867 | $2,410,639 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
66,356 | $1,236,875 | |
| 7 | GOF |
Guggenheim Strategic Opportunities Fund
|
108,583 | $1,185,726 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
90,672 | $1,179,642 |
All Filings in NMZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,560 | 20,299 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $157,423 | 15,166 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $153,736 | 15,087 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $155,958 | 14,727 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $134,955 | 13,014 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $139,386 | 12,776 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $130,314 | 12,055 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $136,526 | 11,709 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $115,140 | 10,671 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $112,812 | 10,683 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $104,678 | 10,595 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $97,801 | 10,539 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $128,541 | 12,161 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $130,777 | 12,109 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||