OneDigital Investment Advisors LLC
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 1690370
OVERLAND PARK, KS
Position in NMZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,983,227
+$47,503 QoQ
Shares Held
187,628
+0.6% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#26
of 213 holders
Holding Since
Mar 2020
26 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, 2026OneDigital Investment Advisors LLC holds $39,079,654 across 37 Asset Management names. NMZ ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
39,704 | $6,036,199 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
177,149 | $3,342,801 | |
| 3 | BLK |
BlackRock, Inc.
|
3,292 | $3,165,455 | |
| 4 | SII |
Sprott Inc.
|
26,538 | $2,981,544 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
234,360 | $2,840,443 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
177,723 | $2,154,002 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
This page
|
187,628 | $1,983,227 | |
| 8 | BX |
Blackstone Inc.
|
15,256 | $1,795,173 |
All Filings in NMZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,983,227 | 187,628 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,935,724 | 186,486 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,880,931 | 184,586 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,333,146 | 220,316 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,275,281 | 219,410 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $720,681 | 66,057 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $722,335 | 66,821 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,403,558 | 463,427 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,827,899 | 447,442 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,813,575 | 455,831 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,315,149 | 436,756 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,021,228 | 433,322 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,718,987 | 446,451 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,583,163 | 424,367 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,997,961 | 386,650 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,580,287 | 348,277 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,966,686 | 339,033 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,674,050 | 282,402 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,382,994 | 223,743 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,998,892 | 203,177 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,118,079 | 137,627 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,740,301 | 120,603 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,660,938 | 115,183 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,256,377 | 93,134 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,125,872 | 85,358 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,008,773 | 81,026 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||