Key Client Fiduciary Advisors, LLC
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 1912612
Fairfield, NJ
Position in NMZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$116,798
New position
Shares Held
11,050
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $6,785,862 across 6 Asset Management names. NMZ ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
43,301 | $4,083,168 | |
| 2 | ARCC |
Ares Capital Corp
|
67,752 | $1,255,444 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
38,936 | $650,231 | |
| 4 | STT |
State Street Corp
|
11,831 | $634,259 | |
| 5 | NMZ |
Nuveen Municipal High Income Opportunity Fund
This page
|
11,050 | $116,798 | |
| 6 | CYPH |
Cypherpunk Technologies Inc.
|
75,102 | $45,962 |
All Filings in NMZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,798 | 11,050 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||