BBWP
NDMO icon

Beacon Bridge Wealth Partners’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Beacon Bridge Wealth Partners’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 		– Sell
-10,332
Closed -$104K – 105
2025
Q4 		$104K Buy
10,332
+242
+2% +$2.53K 0.03% 98
2025
Q3 		$105K Buy
+10,090
New +$101K 0.04% 87
2025
Q1 		– Sell
-10,534
Closed -$106K – 89
2024
Q4 		$106K Sell
10,534
-4,216
-29% -$45.1K 0.04% 87
2024
Q3 		$165K Buy
14,750
+216
+1% +$2.35K 0.07% 85
2024
Q2 		$157K Sell
14,534
-6,132
-30% -$66.3K 0.07% 93
2024
Q1 		$225K Sell
20,666
-5,896
-22% -$62.4K 0.11% 88
2023
Q4 		$263K Buy
26,562
+342
+1% +$3.33K 0.13% 80
2023
Q3 		$257K Buy
26,220
+278
+1% +$2.89K 0.14% 72
2023
Q2 		$264K Sell
25,942
-134
-0.5% -$1.41K 0.13% 74
2023
Q1 		$276K Sell
26,076
-844
-3% -$9.38K 0.17% 71
2022
Q4 		$268K Buy
+26,920
New +$273K 0.19% 72

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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

Beacon Bridge Wealth Partners's NDMO Position: Q1 2026 in Review

Beacon Bridge Wealth Partners sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2026, closing a stake of 10,332 shares — an estimated $104K sold.

Beacon Bridge Wealth Partners first reported a position in NDMO in Q4 2022 and held it in 11 quarters. The position peaked at $276K in Q1 2023. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • Beacon Bridge Wealth Partners reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 10,332 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $104K.
  • Beacon Bridge Wealth Partners first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and held it in 11 quarters.
  • Beacon Bridge Wealth Partners's Nuveen Dynamic Municipal Opportunities Fund position peaked at $276K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.