Nuveen Municipal High Income Opportunity Fund offers a 7.8% yield, trading at a 1.57% discount to NAV, appealing to income-focused investors. NMZ employs aggressive leverage (40.22% of assets) and targets unrated municipal bonds, amplifying both yield and risk, especially in high-rate environments. Dividend coverage remains weak; 2025 earnings are $0.21/share versus $0.79/share paid, risking further NAV erosion and potential payout cuts if rates stay elevated.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 446,955 | $4.72M | $4.6M | -$125,152.05 | -2.65% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.34M | $24.7M | $24.02M | -$677,225.98 | -2.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 41,081 | $482,925.43 | $422,312.68 | -$60,612.75 | -12.55% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 38,418 | $397,384.25 | $390,326.88 | -$7,057.37 | -1.78% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 170,091 | $1.74M | $1.74M | $1,700.91 | 0.1% |