Blue Trust Inc’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Blue Trust Inc’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 Q2	$17.3K	Sell	1,662 -338	-17%	-$3.49K	﹤0.01%	1710
2026 Q1	$20.6K	Hold	2,000	–	–	﹤0.01%	1633
2025 Q4	$20.2K	Hold	2,000	–	–	﹤0.01%	1679
2025 Q3	$20.8K	Hold	2,000	–	–	﹤0.01%	1650
2025 Q2	$20.1K	Hold	2,000	–	–	﹤0.01%	1676
2025 Q1	$20.5K	Hold	2,000	–	–	﹤0.01%	1636
2024 Q4	$20K	Hold	2,000	–	–	﹤0.01%	1595
2024 Q3	$21.6K	Hold	2,000	–	–	﹤0.01%	1913
2024 Q2	$21.8K	Hold	2,000	–	–	﹤0.01%	1622
2024 Q1	$21.8K	Hold	2,000	–	–	﹤0.01%	1199
2023 Q4	$20K	Hold	2,000	–	–	﹤0.01%	1291
2023 Q3	$20K	Hold	2,000	–	–	﹤0.01%	1180
2023 Q2	$21K	Hold	2,000	–	–	﹤0.01%	1032
2023 Q1	$20K	Hold	2,000	–	–	﹤0.01%	1360
2022 Q4	$21K	Hold	2,000	–	–	﹤0.01%	1280
2022 Q3	$22K	Hold	2,000	–	–	﹤0.01%	1061
2022 Q2	$26K	Buy	+2,000	New	+$23.3K	﹤0.01%	890

Other funds holding NDMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Blue Trust Inc's NDMO Position: Q2 2026 in Review

Blue Trust Inc reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 17% in Q2 2026, selling an estimated $3.49K and leaving 1,662 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Blue Trust Inc first reported a position in NDMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $26K in Q2 2022. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Blue Trust Inc held 1,662 shares of Nuveen Dynamic Municipal Opportunities Fund worth $17.3K as of Q2 2026.
Blue Trust Inc sold 338 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $3.49K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1710 holding.
Blue Trust Inc first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's Nuveen Dynamic Municipal Opportunities Fund position peaked at $26K in Q2 2022.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.