XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

NMZ holding history

Nuveen Municipal High Income Opportunity Fund in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NMZ overview All 13F holders of NMZ Full Q2 2026 holdings

Shares (Q2 2026): 23,726
Value: $250.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of NMZ by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,726	$250.8K	<0.1%	+11,026+86.8%	Added	Holders
Q1 2026	12,700	$131.8K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	12,700	$129.4K	<0.1%	+12,700	New	Holders