Arkos Global Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Arkos Global Advisors’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
2025 Q2	–	Sell	-14,000	Closed	-$144K	–	135
2025 Q1	$144K	Hold	14,000	–	–	0.02%	125
2024 Q4	$140K	Hold	14,000	–	–	0.02%	130
2024 Q3	$157K	Hold	14,000	–	–	0.02%	127
2024 Q2	$151K	Hold	14,000	–	–	0.02%	129
2024 Q1	$152K	Hold	14,000	–	–	0.03%	142
2023 Q4	$139K	Buy	+14,000	New	+$136K	0.03%	106

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

TWP

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Arkos Global Advisors's NDMO Position: Q2 2025 in Review

Arkos Global Advisors sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2025, closing a stake of 14,000 shares — an estimated $144K sold.

Arkos Global Advisors first reported a position in NDMO in Q4 2023 and held it in 6 quarters. The position peaked at $157K in Q3 2024. 78 funds tracked by Wall St. Rank hold NDMO as of Q2 2025.

Arkos Global Advisors reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Arkos Global Advisors sold 14,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2025, an estimated $144K.
Arkos Global Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2023 and held it in 6 quarters.
Arkos Global Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $157K in Q3 2024.
78 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2025.

Based on Arkos Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.