Advisors Asset Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Advisors Asset 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	$1.19M	Buy	+114,033	New	+$1.18M	0.02%	769
2023 Q4	–	Sell	-100,130	Closed	-$982K	–	1430
2023 Q3	$982K	Sell	100,130 -1,852	-2%	-$19.3K	0.02%	728
2023 Q2	$1.04M	Sell	101,982 -80,921	-44%	-$850K	0.02%	717
2023 Q1	$1.93M	Sell	182,903 -5,603	-3%	-$62.3K	0.04%	534
2022 Q4	$1.87M	Sell	188,506 -13,711	-7%	-$139K	0.04%	526
2022 Q3	$2.08M	Sell	202,217 -6,755	-3%	-$77.6K	0.04%	491
2022 Q2	$2.32M	Sell	208,972 -1,361	-0.6%	-$15.8K	0.04%	464
2022 Q1	$2.76M	Buy	210,333 +90,775	+76%	+$1.32M	0.04%	476
2021 Q4	$1.99M	Buy	119,558 +48,044	+67%	+$760K	0.03%	610
2021 Q3	$1.14M	Buy	71,514 +50,674	+243%	+$861K	0.02%	773
2021 Q2	$352K	Buy	+20,840	New	+$344K	﹤0.01%	1100

Other funds holding NDMO

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Advisors Asset Management's NDMO Position: Q2 2026 in Review

Advisors Asset Management opened a new position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2026: 114,033 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #769 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in NDMO as recently as Q3 2023.

Advisors Asset Management first reported a position in NDMO in Q2 2021 and has held it in 11 quarters since. The position peaked at $2.76M in Q1 2022. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Advisors Asset Management held 114,033 shares of Nuveen Dynamic Municipal Opportunities Fund worth $1.19M as of Q2 2026.
Nuveen Dynamic Municipal Opportunities Fund was a new Advisors Asset Management position in Q2 2026.
Nuveen Dynamic Municipal Opportunities Fund made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #769 holding.
Advisors Asset Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2021 and has held it in 11 quarters since.
Advisors Asset Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $2.76M in Q1 2022.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.