Congress Park Capital’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Congress Park Capital’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	$312K	Hold	30,000	–	–	0.08%	104
2026 Q1	$309K	Buy	30,000 +10,000	+50%	+$104K	0.09%	105
2025 Q4	$202K	Sell	20,000 -30,000	-60%	-$313K	0.06%	127
2025 Q3	$520K	Sell	50,000 -70,000	-58%	-$702K	0.16%	81
2025 Q2	$1.21M	Sell	120,000 -27,500	-19%	-$274K	0.4%	49
2025 Q1	$1.51M	Buy	147,500 +17,000	+13%	+$176K	0.57%	38
2024 Q4	$1.31M	Buy	130,500 +58,000	+80%	+$621K	0.47%	49
2024 Q3	$813K	Buy	+72,500	New	+$790K	0.3%	65

Other funds holding NDMO

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

PWA

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Congress Park Capital's NDMO Position: Q2 2026 in Review

Congress Park Capital held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q2 2026 at 30,000 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #104.

Congress Park Capital first reported a position in NDMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q1 2025. 26 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Congress Park Capital held 30,000 shares of Nuveen Dynamic Municipal Opportunities Fund worth $312K as of Q2 2026.
Congress Park Capital left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q2 2026.
Nuveen Dynamic Municipal Opportunities Fund made up 0.08% of Congress Park Capital's portfolio in Q2 2026, its #104 holding.
Congress Park Capital first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
Congress Park Capital's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.51M in Q1 2025.
26 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.