Bogart Wealth, LLC

Position in NMZ — Nuveen Municipal High Income Opportunity Fund

CIK 1715740 MCLEAN, VA

Position in NMZ

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$37,576

+$35,464 QoQ

Shares Held

3,555

+1677.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#191

of 213 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $11,160,820 across 61 Asset Management names. NMZ ranks #20 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	9,078	$8,729,041
2	BX	Blackstone Inc.	4,229	$497,626
3	PSLV	Sprott Physical Silver Trust	13,005	$245,404
4	ARCC	Ares Capital Corp	9,799	$181,575
5	CII	BlackRock Enhanced Large Cap Core Fund, Inc.	6,618	$173,060
6	KKR	KKR & Co. Inc.	1,810	$166,121
7	GDV	Gabelli Dividend & Income Trust	4,184	$123,009
8	APO	Apollo Global Management, Inc.	819	$96,895

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,576	3,555	+1677.5%	Shares	Sole	2026-07-24
2024-03-31	$2,112	200	0.0%	Shares	Sole	2024-04-25
2023-12-31	$1,976	200	0.0%	Shares	Sole	2024-02-07
2023-09-30	$1,856	200	0.0%	Shares	Sole	2023-10-30
2023-06-30	$2,114	200	0.0%	Shares	Sole	2023-07-31
2023-03-31	$2,160	200	0.0%	Shares	Sole	2023-04-21
2022-12-31	$2,068	200	-71.4%	Shares	Sole	2023-02-06
2021-03-31	$10,086	699	0.0%	Shares	Sole	2021-04-16
2020-12-31	$10,079	699	0.0%	Shares	Sole	2021-01-14
2020-09-30	$9,429	699	0.0%	Shares	Sole	2020-10-06
2020-06-30	$9,219	699	0.0%	Shares	Sole	2020-07-08
2020-03-31	$8,702	699	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.