Nuveen’s Virtus Total Return Fund ZTR Stock Holding History

Nuveen’s Portfolio ZTR Stock Details ZTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7	Buy	+1	New	+$7	﹤0.01%	5108

Other funds holding ZTR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.72% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Nuveen's ZTR Position: Q3 2026 in Review

Nuveen opened a new position in Virtus Total Return Fund (ZTR) in Q3 2026: 1 share worth $7. The stake represents ﹤0.01% of the portfolio and ranks #5108 among its holdings.

51 funds tracked by Wall St. Rank hold ZTR as of Q3 2026.

Nuveen held 1 share of Virtus Total Return Fund worth $7 as of Q3 2026.
Virtus Total Return Fund was a new Nuveen position in Q3 2026.
Virtus Total Return Fund made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #5108 holding.
51 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.