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 Q2	$183K	Buy	17,600 +314	+2%	+$3.24K	﹤0.01%	1542
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 $1.89T 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

Allworth Financial's NDMO Position: Q2 2026 in Review

Allworth Financial increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 1.8% in Q2 2026, buying an estimated $3.24K and bringing the position to 17,600 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Allworth Financial first reported a position in NDMO in Q2 2021 and has held it in 14 quarters since. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Allworth Financial held 17,600 shares of Nuveen Dynamic Municipal Opportunities Fund worth $183K as of Q2 2026.
Allworth Financial bought 314 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $3.24K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1542 holding.
Allworth Financial first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2021 and has held it in 14 quarters since.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.