Ashton Thomas Private Wealth, LLC
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 2019663
SCOTTSDALE, AZ
Position in NMZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$274,935
+$49,869 QoQ
Shares Held
26,487
+19.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NMZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Ashton Thomas Private Wealth, LLC holds $22,806,529 across 34 Asset Management names. NMZ ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
9,480 | $9,117,010 | |
| 2 | BX |
Blackstone Inc.
|
33,741 | $3,879,877 | |
| 3 | ARCC |
Ares Capital Corp
|
67,506 | $1,216,458 | |
| 4 | TROW |
Price T Rowe Group Inc
|
10,674 | $962,154 | |
| 5 | SEIC |
Sei Investments Co
|
10,481 | $822,444 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
20,631 | $731,162 | |
| 7 | AMP |
Ameriprise Financial Inc
|
844 | $375,073 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
9,280 | $341,040 |
All Filings in NMZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,935 | 26,487 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $225,066 | 22,087 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $213,780 | 20,187 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||