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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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. 65 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.
  • 65 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.