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

Allworth 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
2026 Q1	$178K	Buy	17,286 +202	+1%	+$2.09K	﹤0.01%	1481
2025 Q4	$172K	Buy	17,084 +400	+2%	+$4.18K	﹤0.01%	1417
2025 Q3	$173K	Buy	16,684 +309	+2%	+$3.1K	﹤0.01%	1374
2025 Q2	$165K	Buy	+16,375	New	+$163K	﹤0.01%	1267
2023 Q3	–	Sell	-5,762	Closed	-$58.6K	–	3506
2023 Q2	$58.6K	Buy	5,762 +99	+2%	+$1.04K	﹤0.01%	1071
2023 Q1	$59.9K	Buy	5,663 +77	+1%	+$856	﹤0.01%	1014
2022 Q4	$55.5K	Buy	5,586 +164	+3%	+$1.66K	﹤0.01%	979
2022 Q3	$56K	Buy	5,422 +105	+2%	+$1.21K	﹤0.01%	920
2022 Q2	$59K	Buy	5,317 +98	+2%	+$1.14K	﹤0.01%	847
2022 Q1	$68K	Buy	5,219 +53	+1%	+$769	﹤0.01%	811
2021 Q4	$86K	Buy	5,166 +98	+2%	+$1.55K	﹤0.01%	709
2021 Q3	$81K	Buy	5,068 +68	+1%	+$1.16K	﹤0.01%	659
2021 Q2	$84K	Buy	+5,000	New	+$82.5K	﹤0.01%	504

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 $7.99B AUM 21.6% 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

Allworth Financial's NDMO Position: Q1 2026 in Review

Allworth Financial increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 1.2% in Q1 2026, buying an estimated $2.09K and bringing the position to 17,286 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Allworth Financial first reported a position in NDMO in Q2 2021 and has held it in 13 quarters since. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

Allworth Financial held 17,286 shares of Nuveen Dynamic Municipal Opportunities Fund worth $178K as of Q1 2026.
Allworth Financial bought 202 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $2.09K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1481 holding.
Allworth Financial first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2021 and has held it in 13 quarters since.
63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.