Private Trust Company’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Private Trust Company’s Portfolio NMZ Stock Details NMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5K	Buy	2,410 +1,210	+101%	+$12.4K	﹤0.01%	1674
2026 Q1	$12.5K	Hold	1,200	–	–	﹤0.01%	1895
2025 Q4	$12.2K	Hold	1,200	–	–	﹤0.01%	1863
2025 Q3	$12.7K	Hold	1,200	–	–	﹤0.01%	1815
2025 Q2	$12.4K	Hold	1,200	–	–	﹤0.01%	1740
2025 Q1	$13.1K	Hold	1,200	–	–	﹤0.01%	1712
2024 Q4	$13K	Hold	1,200	–	–	﹤0.01%	1659
2024 Q3	$14K	Hold	1,200	–	–	﹤0.01%	1601
2024 Q2	$12.9K	Hold	1,200	–	–	﹤0.01%	1605
2024 Q1	$12.7K	Hold	1,200	–	–	﹤0.01%	1581
2023 Q4	$11.9K	Hold	1,200	–	–	﹤0.01%	1587
2023 Q3	$11.1K	Hold	1,200	–	–	﹤0.01%	1558
2023 Q2	$12.7K	Hold	1,200	–	–	﹤0.01%	1530
2023 Q1	$13K	Sell	1,200 -2,400	-67%	-$25.4K	﹤0.01%	1480
2022 Q4	$37K	Hold	3,600	–	–	0.01%	1067
2022 Q3	$37K	Buy	3,600 +2,400	+200%	+$28.2K	0.01%	998
2022 Q2	$14K	Buy	+1,200	New	+$14.4K	﹤0.01%	1358

Other funds holding NMZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Private Trust Company's NMZ Position: Q2 2026 in Review

Private Trust Company increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 101% in Q2 2026, buying an estimated $12.4K and bringing the position to 2,410 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Private Trust Company first reported a position in NMZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $37K in Q4 2022. 213 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Private Trust Company held 2,410 shares of Nuveen Municipal High Income Opportunity Fund worth $25.5K as of Q2 2026.
Private Trust Company bought 1,210 Nuveen Municipal High Income Opportunity Fund shares in Q2 2026, an estimated $12.4K.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1674 holding.
Private Trust Company first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and has held it in 17 quarters since.
Private Trust Company's Nuveen Municipal High Income Opportunity Fund position peaked at $37K in Q4 2022.
213 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.