Concurrent Investment Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Concurrent Investment 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
2026 Q2	$147K	Buy	14,120 +731	+5%	+$7.55K	﹤0.01%	1991
2026 Q1	$138K	Hold	13,389	–	–	﹤0.01%	1796
2025 Q4	$135K	Hold	13,389	–	–	﹤0.01%	1677
2025 Q3	$139K	Buy	13,389 +100	+0.8%	+$1K	﹤0.01%	1396
2025 Q2	$134K	Hold	13,289	–	–	﹤0.01%	1311
2025 Q1	$136K	Buy	+13,289	New	+$138K	﹤0.01%	1165

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

Concurrent Investment Advisors's NDMO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 5.5% in Q2 2026, buying an estimated $7.55K and bringing the position to 14,120 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Concurrent Investment Advisors first reported a position in NDMO in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Concurrent Investment Advisors held 14,120 shares of Nuveen Dynamic Municipal Opportunities Fund worth $147K as of Q2 2026.
Concurrent Investment Advisors bought 731 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $7.55K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1991 holding.
Concurrent Investment Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.