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

Envestnet 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
2026 Q1	–	Sell	-21,367	Closed	-$215K	–	4785
2025 Q4	$215K	Buy	+21,367	New	+$223K	﹤0.01%	4230
2025 Q3	–	Sell	-190,695	Closed	-$1.92M	–	4611
2025 Q2	$1.92M	Buy	+190,695	New	+$1.9M	﹤0.01%	2854
2023 Q2	–	Sell	-15,176	Closed	-$160K	–	4041
2023 Q1	$160K	Buy	+15,176	New	+$169K	﹤0.01%	3711

Other funds holding NDMO

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management's NDMO Position: Q1 2026 in Review

Envestnet Asset Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2026, closing a stake of 21,367 shares — an estimated $215K sold.

Envestnet Asset Management first reported a position in NDMO in Q1 2023 and held it in 3 quarters. The position peaked at $1.92M in Q2 2025. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

Envestnet Asset Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Envestnet Asset Management sold 21,367 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $215K.
Envestnet Asset Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2023 and held it in 3 quarters.
Envestnet Asset Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.92M in Q2 2025.
63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.