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

Atomi Financial Group’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	-19,639	Closed	-$201K	–	1158
2025 Q1	$201K	Sell	19,639 -4,306	-18%	-$44.7K	0.01%	978
2024 Q4	$240K	Sell	23,945 -34,281	-59%	-$367K	0.01%	827
2024 Q3	$653K	Sell	58,226 -1,008	-2%	-$11K	0.04%	359
2024 Q2	$640K	Sell	59,234 -187	-0.3%	-$2.02K	0.05%	314
2024 Q1	$647K	Sell	59,421 -4,196	-7%	-$44.4K	0.06%	267
2023 Q4	$630K	Sell	63,617 -7,832	-11%	-$76.3K	0.09%	214
2023 Q3	$701K	Buy	71,449 +11,799	+20%	+$123K	0.23%	112
2023 Q2	$607K	Buy	+59,650	New	+$626K	0.28%	112

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

Atomi Financial Group's NDMO Position: Q2 2025 in Review

Atomi Financial Group sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2025, closing a stake of 19,639 shares — an estimated $201K sold.

Atomi Financial Group first reported a position in NDMO in Q2 2023 and held it in 8 quarters. The position peaked at $701K in Q3 2023. 78 funds tracked by Wall St. Rank hold NDMO as of Q2 2025.

Atomi Financial Group reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Atomi Financial Group sold 19,639 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2025, an estimated $201K.
Atomi Financial Group first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2023 and held it in 8 quarters.
Atomi Financial Group's Nuveen Dynamic Municipal Opportunities Fund position peaked at $701K in Q3 2023.
78 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.