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Duncan Williams Asset Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Duncan Williams Asset Management’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
2025
Q4 		– Sell
-14,846
Closed -$154K – 178
2025
Q3 		$154K Buy
+14,846
New +$149K 0.04% 162

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UBS Group
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Bank of America
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VanEck Associates
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TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Duncan Williams Asset Management's NDMO Position: Q4 2025 in Review

Duncan Williams Asset Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q4 2025, closing a stake of 14,846 shares — an estimated $154K sold.

Duncan Williams Asset Management first reported a position in NDMO in Q3 2025 and held it in 1 quarter. The position peaked at $154K in Q3 2025. 75 funds tracked by Wall St. Rank hold NDMO as of Q4 2025.

  • Duncan Williams Asset Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Duncan Williams Asset Management sold 14,846 Nuveen Dynamic Municipal Opportunities Fund shares in Q4 2025, an estimated $154K.
  • Duncan Williams Asset Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Duncan Williams Asset Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $154K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2025.

Based on Duncan Williams Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.