IBEX WEALTH ADVISORS
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 1686242
BEDMINSTER, NJ
Position in NMZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$396,596
+$46,386 QoQ
Shares Held
37,521
+11.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#83
of 213 holders
Holding Since
Jun 2020
18 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, 2026IBEX WEALTH ADVISORS holds $31,012,081 across 17 Asset Management names. NMZ ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
279,655 | $7,380,095 | |
| 2 | BX |
Blackstone Inc.
|
54,053 | $6,360,416 | |
| 3 | STEP |
StepStone Group Inc.
|
121,785 | $5,037,027 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
288,992 | $2,277,256 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
147,780 | $1,734,937 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
160,447 | $1,479,321 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
118,437 | $1,435,456 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
106,089 | $1,084,229 |
All Filings in NMZ
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,596 | 37,521 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $350,210 | 33,739 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $343,800 | 33,739 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $357,296 | 33,739 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $349,873 | 33,739 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $368,092 | 33,739 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $364,718 | 33,739 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 | $352,180 | 34,060 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $350,136 | 34,060 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $398,502 | 34,060 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $488,941 | 37,582 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $459,542 | 30,393 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $276,661 | 18,744 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $288,470 | 18,744 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $270,475 | 18,744 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $270,288 | 18,744 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $219,563 | 16,276 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $205,447 | 15,576 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||