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Activest Wealth Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Activest Wealth Management’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-450
Closed -$4.63K – 1449
2026
Q1 		$4.63K Buy
+450
New +$4.66K ﹤0.01% 829
2025
Q4 		– Sell
-450
Closed -$4.68K – 1256
2025
Q3 		$4.68K Hold
450
– – ﹤0.01% 656
2025
Q2 		$4.53K Hold
450
– – ﹤0.01% 565
2025
Q1 		$4.62K Hold
450
– – ﹤0.01% 514
2024
Q4 		$4.51K Hold
450
– – ﹤0.01% 382
2024
Q3 		$5.04K Buy
+450
New +$4.9K ﹤0.01% 361

Other funds holding NDMO

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Activest Wealth Management's NDMO Position: Q2 2026 in Review

Activest Wealth Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2026, closing a stake of 450 shares — an estimated $4.63K sold.

Activest Wealth Management first reported a position in NDMO in Q3 2024 and held it in 6 quarters. The position peaked at $5.04K in Q3 2024. 13 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • Activest Wealth Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 450 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $4.63K.
  • Activest Wealth Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2024 and held it in 6 quarters.
  • Activest Wealth Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $5.04K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.