NMZ β€” NUVEEN MUN HIGH INCOME OPPOR

Ownership history in Focus Financial Network, Inc.  Β·  5 quarters on record

AI Ownership Summary

Focus Financial Network, Inc. reported NUVEEN MUN HIGH INCOME OPPOR (NMZ) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows NMZ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NMZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Financial Network, Inc.'s position in NUVEEN MUN HIGH INCOME OPPOR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NMZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Focus Financial Network, Inc. held NMZ β€” position size vs. price
% of Fund (quarterly)    NMZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 30,301 +874 +3.0% 0.01% $323K 2025-10-10 $10.26
2025 Q2 REDUCED 29,427 -24,041 -45.0% 0.01% $308K 2025-07-10 $9.82
2025 Q1 REDUCED 53,468 -5,959 -10.0% 0.02% $587K 2025-04-15 $9.49
2024 Q4 ADDED 59,427 +18,301 +44.5% 0.03% $642K 2025-01-29 $10.12
2024 Q3 INITIATED 41,126 β€” β€” 0.02% $481K 2024-10-28 $9.94

🏒 Other funds also holding NMZ

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.18% Marex Group plc 0.01%

FAQ About Focus Financial Network, Inc. and NMZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focus Financial Network, Inc. reported owning NMZ?

Focus Financial Network, Inc. reported NMZ across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported NMZ position in Focus Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for NMZ was 0.03% in 2024 Q4.

What is the latest reported NMZ position on this page?

The most recent filing on this page is 2025 Q3, when Focus Financial Network, Inc. reported 30,301 shares, equal to 0.01% of portfolio, with an estimated market value of $323K.

What does the chart on this NMZ ownership page compare?

The chart compares Focus Financial Network, Inc.'s quarterly NMZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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