Advisornet Financial’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-23,425	Closed	-$390K	–	2126
2021 Q4	$390K	Buy	23,425 +4,625	+25%	+$73.1K	0.02%	441
2021 Q3	$301K	Buy	18,800 +1,000	+6%	+$17K	0.02%	466
2021 Q2	$300K	Buy	17,800 +800	+5%	+$13.2K	0.02%	478
2021 Q1	$275K	Buy	+17,000	New	+$269K	0.02%	471

Other funds holding NDMO

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Advisornet Financial's NDMO Position: Q1 2022 in Review

Advisornet Financial sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2022, closing a stake of 23,425 shares — an estimated $390K sold.

Advisornet Financial first reported a position in NDMO in Q1 2021 and held it in 4 quarters. The position peaked at $390K in Q4 2021. 34 funds tracked by Wall St. Rank hold NDMO as of Q1 2022.

Advisornet Financial reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 23,425 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2022, an estimated $390K.
Advisornet Financial first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2021 and held it in 4 quarters.
Advisornet Financial's Nuveen Dynamic Municipal Opportunities Fund position peaked at $390K in Q4 2021.
34 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.