Kaizen Financial Strategies
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 1842013
CAMPBELL, CA
Position in NMZ
as of Sep 30, 2026
· filed Oct 9, 2026
Position Value
$347,934
+$123,350 QoQ
Shares Held
38,832
+78.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#4
of 8 holders
Holding Since
Sep 2021
7 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 Sep 30, 2026Kaizen Financial Strategies holds $6,328,683 across 8 Asset Management names. NMZ ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,490 | $2,408,814 | |
| 2 | TEI |
Templeton Emerging Markets Income Fund
|
186,155 | $1,144,853 | |
| 3 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
132,501 | $696,955 | |
| 4 | VCTR |
Victory Capital Holdings, Inc.
|
6,010 | $664,706 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
38,901 | $545,781 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
53,406 | $519,640 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
This page
|
38,832 | $347,934 | |
| 8 | STT |
State Street Corp
|
16,095 | $0 |
All Filings in NMZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $347,934 | 38,832 | Shares | Sole | 2026-10-09 | |
| 2022-12-31 | $224,584 | 21,720 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $278,988 | 27,139 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $347,770 | 29,724 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $419,273 | 32,227 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $630,972 | 41,731 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $990,573 | 67,112 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||