Advisory Services Network’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Advisory Services Network’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	-1,111	Closed	-$11.4K	–	3749
2026 Q1	$11.4K	Buy	+1,111	New	+$11.5K	﹤0.01%	3487
2025 Q4	–	Sell	-6,111	Closed	-$63.5K	–	3387
2025 Q3	$63.5K	Buy	+6,111	New	+$61.3K	﹤0.01%	2314
2024 Q1	–	Sell	-11,345	Closed	-$112K	–	2848
2023 Q4	$112K	Sell	11,345 -368	-3%	-$3.59K	﹤0.01%	1577
2023 Q3	$115K	Buy	+11,713	New	+$122K	﹤0.01%	1398
2023 Q2	–	Sell	-7,271	Closed	-$76.9K	–	2826
2023 Q1	$76.9K	Buy	7,271 +15	+0.2%	+$167	﹤0.01%	1803
2022 Q4	$72.1K	Buy	+7,256	New	+$73.6K	﹤0.01%	1781
2021 Q3	–	Sell	-3,333	Closed	-$56K	–	2564
2021 Q2	$56K	Buy	+3,333	New	+$55K	﹤0.01%	1933

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

Advisory Services Network's NDMO Position: Q2 2026 in Review

Advisory Services Network sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2026, closing a stake of 1,111 shares — an estimated $11.4K sold.

Advisory Services Network first reported a position in NDMO in Q2 2021 and held it in 7 quarters. The position peaked at $115K in Q3 2023. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Advisory Services Network reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,111 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $11.4K.
Advisory Services Network first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2021 and held it in 7 quarters.
Advisory Services Network's Nuveen Dynamic Municipal Opportunities Fund position peaked at $115K in Q3 2023.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.