Apollon Wealth Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Apollon Wealth 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	$302K	Hold	29,050	–	–	﹤0.01%	1267
2026 Q1	$299K	Buy	29,050 +500	+2%	+$5.18K	﹤0.01%	1117
2025 Q4	$288K	Hold	28,550	–	–	0.01%	1080
2025 Q3	$297K	Hold	28,550	–	–	0.01%	1052
2025 Q2	$287K	Hold	28,550	–	–	0.01%	1022
2025 Q1	$293K	Hold	28,550	–	–	0.01%	962
2024 Q4	$286K	Buy	28,550 +8,550	+43%	+$91.5K	0.01%	964
2024 Q3	$224K	Sell	20,000 -3,260	-14%	-$35.5K	0.01%	1025
2024 Q2	$251K	Hold	23,260	–	–	0.01%	923
2024 Q1	$253K	Hold	23,260	–	–	0.01%	938
2023 Q4	$231K	Sell	23,260 -6,700	-22%	-$65.3K	0.01%	946
2023 Q3	$294K	Hold	29,960	–	–	0.01%	708
2023 Q2	$305K	Sell	29,960 -5,000	-14%	-$52.5K	0.01%	739
2023 Q1	$370K	Hold	34,960	–	–	0.02%	620
2022 Q4	$348K	Hold	34,960	–	–	0.02%	621
2022 Q3	$359K	Sell	34,960 -90	-0.3%	-$1.03K	0.03%	539
2022 Q2	$390K	Hold	35,050	–	–	0.03%	492
2022 Q1	$460K	Hold	35,050	–	–	0.03%	484
2021 Q4	$583K	Buy	+35,050	New	+$554K	0.04%	421

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

Apollon Wealth Management's NDMO Position: Q2 2026 in Review

Apollon Wealth Management held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q2 2026 at 29,050 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Apollon Wealth Management first reported a position in NDMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $583K in Q4 2021. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Apollon Wealth Management held 29,050 shares of Nuveen Dynamic Municipal Opportunities Fund worth $302K as of Q2 2026.
Apollon Wealth Management left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q2 2026.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1267 holding.
Apollon Wealth Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
Apollon Wealth Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $583K in Q4 2021.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.