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 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 $1.66T 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

Apollon Wealth Management's NDMO Position: Q1 2026 in Review

Apollon Wealth Management increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 1.8% in Q1 2026, buying an estimated $5.18K and bringing the position to 29,050 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Apollon Wealth Management first reported a position in NDMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $583K in Q4 2021. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

Apollon Wealth Management held 29,050 shares of Nuveen Dynamic Municipal Opportunities Fund worth $299K as of Q1 2026.
Apollon Wealth Management bought 500 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $5.18K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1117 holding.
Apollon Wealth Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
Apollon Wealth Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $583K in Q4 2021.
63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.