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 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 $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Advisory Services Network's NDMO Position: Q1 2026 in Review

Advisory Services Network opened a new position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2026: 1,111 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #3487 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in NDMO as recently as Q3 2025.

Advisory Services Network first reported a position in NDMO in Q2 2021 and has held it in 7 quarters since. The position peaked at $115K in Q3 2023. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

Advisory Services Network held 1,111 shares of Nuveen Dynamic Municipal Opportunities Fund worth $11.4K as of Q1 2026.
Nuveen Dynamic Municipal Opportunities Fund was a new Advisory Services Network position in Q1 2026.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3487 holding.
Advisory Services Network first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2021 and has held it in 7 quarters since.
Advisory Services Network's Nuveen Dynamic Municipal Opportunities Fund position peaked at $115K in Q3 2023.
63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.