Creative Planning’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Creative Planning’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
2024 Q2	–	Sell	-13,000	Closed	-$142K	–	3136
2024 Q1	$142K	Buy	+13,000	New	+$138K	﹤0.01%	2638
2023 Q4	–	Sell	-16,100	Closed	-$158K	–	2967
2023 Q3	$158K	Sell	16,100 -654	-4%	-$6.81K	﹤0.01%	2306
2023 Q2	$170K	Hold	16,754	–	–	﹤0.01%	2252
2023 Q1	$177K	Hold	16,754	–	–	﹤0.01%	2162
2022 Q4	$167K	Buy	16,754 +754	+5%	+$7.65K	﹤0.01%	2061
2022 Q3	$164K	Hold	16,000	–	–	﹤0.01%	1957
2022 Q2	$178K	Buy	+16,000	New	+$186K	﹤0.01%	1898

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Creative Planning's NDMO Position: Q2 2024 in Review

Creative Planning sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2024, closing a stake of 13,000 shares — an estimated $142K sold.

Creative Planning first reported a position in NDMO in Q2 2022 and held it in 7 quarters. The position peaked at $178K in Q2 2022. 59 funds tracked by Wall St. Rank hold NDMO as of Q2 2024.

Creative Planning reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Creative Planning sold 13,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2024, an estimated $142K.
Creative Planning first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2022 and held it in 7 quarters.
Creative Planning's Nuveen Dynamic Municipal Opportunities Fund position peaked at $178K in Q2 2022.
59 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.