AAS
NDMO icon

Avantax Advisory Services’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Avantax Advisory Services’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 		$132K Sell
13,101
-34,509
-72% -$343K ﹤0.01% 2260
2025
Q1 		$488K Buy
47,610
+9,034
+23% +$93.7K ﹤0.01% 1518
2024
Q4 		$387K Buy
+38,576
New +$413K ﹤0.01% 1617

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's NDMO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 72% in Q2 2025, selling an estimated $343K and leaving 13,101 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Avantax Advisory Services first reported a position in NDMO in Q4 2024 and has held it in 3 quarters since. The position peaked at $488K in Q1 2025. 78 funds tracked by Wall St. Rank hold NDMO as of Q2 2025.

  • Avantax Advisory Services held 13,101 shares of Nuveen Dynamic Municipal Opportunities Fund worth $132K as of Q2 2025.
  • Avantax Advisory Services sold 34,509 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2025, an estimated $343K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2260 holding.
  • Avantax Advisory Services first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Nuveen Dynamic Municipal Opportunities Fund position peaked at $488K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.