Truist Financial
NMZ icon

Truist Financial’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Truist Financial’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
Q1 		$1.44M Buy
138,994
+9,044
+7% +$94.5K ﹤0.01% 1502
2025
Q4 		$1.32M Sell
129,950
-738
-0.6% -$7.78K ﹤0.01% 1522
2025
Q3 		$1.38M Sell
130,688
-3,022
-2% -$30.9K ﹤0.01% 1528
2025
Q2 		$1.39M Buy
133,710
+77,253
+137% +$801K ﹤0.01% 1454
2025
Q1 		$616K Buy
56,457
+41
+0.1% +$455 ﹤0.01% 1758
2024
Q4 		$610K Buy
56,416
+1,971
+4% +$22.2K ﹤0.01% 1767
2024
Q3 		$635K Sell
54,445
-19,672
-27% -$219K ﹤0.01% 1740
2024
Q2 		$800K Sell
74,117
-22,872
-24% -$240K ﹤0.01% 1714
2024
Q1 		$1.02M Buy
96,989
+130
+0.1% +$1.32K ﹤0.01% 1604
2023
Q4 		$957K Sell
96,859
-3,474
-3% -$32.4K ﹤0.01% 1621
2023
Q3 		$918K Sell
100,333
-2,690
-3% -$27.5K ﹤0.01% 1606
2023
Q2 		$1.09M Buy
103,023
+4,451
+5% +$47.3K ﹤0.01% 1551
2023
Q1 		$1.06M Buy
98,572
+21,096
+27% +$223K ﹤0.01% 1525
2022
Q4 		$801K Buy
77,476
+4,595
+6% +$48K ﹤0.01% 1660
2022
Q3 		$749K Sell
72,881
-4,122
-5% -$48.4K ﹤0.01% 1623
2022
Q2 		$901K Sell
77,003
-22,616
-23% -$272K ﹤0.01% 1604
2022
Q1 		$1.3M Hold
99,619
– – ﹤0.01% 1497
2021
Q4 		$1.51M Buy
99,619
+83,262
+509% +$1.23M ﹤0.01% 1430
2021
Q3 		$241K Sell
16,357
-11,776
-42% -$181K ﹤0.01% 2473
2021
Q2 		$433K Hold
28,133
– – ﹤0.01% 2156
2021
Q1 		$406K Hold
28,133
– – ﹤0.01% 2107
2020
Q4 		$405K Sell
28,133
-1,197
-4% -$16.3K ﹤0.01% 1971
2020
Q3 		$396K Buy
29,330
+8,065
+38% +$109K ﹤0.01% 1842
2020
Q2 		$280K Buy
21,265
+390
+2% +$4.9K ﹤0.01% 1994
2020
Q1 		$260K Sell
20,875
-380
-2% -$5.26K ﹤0.01% 1944
2019
Q4 		$302K Buy
+21,255
New +$302K ﹤0.01% 2147

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial's NMZ Position: Q1 2026 in Review

Truist Financial increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 7% in Q1 2026, buying an estimated $94.5K and bringing the position to 138,994 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Truist Financial first reported a position in NMZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.51M in Q4 2021. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.

  • Truist Financial held 138,994 shares of Nuveen Municipal High Income Opportunity Fund worth $1.44M as of Q1 2026.
  • Truist Financial bought 9,044 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $94.5K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1502 holding.
  • Truist Financial first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Nuveen Municipal High Income Opportunity Fund position peaked at $1.51M in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.