EverSource Wealth Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

EverSource Wealth 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	$78.1K	Hold	7,500	–	–	﹤0.01%	1516
2026 Q1	$77.2K	Hold	7,500	–	–	﹤0.01%	1586
2025 Q4	$75.6K	Hold	7,500	–	–	﹤0.01%	1467
2025 Q3	$77.9K	Buy	7,500 +3,000	+67%	+$30.1K	﹤0.01%	1409
2025 Q2	$45.3K	Hold	4,500	–	–	﹤0.01%	1684
2025 Q1	$46.2K	Hold	4,500	–	–	﹤0.01%	1277
2024 Q4	$45.1K	Hold	4,500	–	–	﹤0.01%	1232
2024 Q3	$50.4K	Buy	4,500 +500	+13%	+$5.45K	﹤0.01%	1067
2024 Q2	$43.3K	Buy	+4,000	New	+$43.2K	﹤0.01%	1155

Other funds holding NDMO

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

EverSource Wealth Advisors's NDMO Position: Q2 2026 in Review

EverSource Wealth Advisors held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q2 2026 at 7,500 shares worth $78.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

EverSource Wealth Advisors first reported a position in NDMO in Q2 2024 and has held it in 9 quarters since. 30 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

EverSource Wealth Advisors held 7,500 shares of Nuveen Dynamic Municipal Opportunities Fund worth $78.1K as of Q2 2026.
EverSource Wealth Advisors left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q2 2026.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1516 holding.
EverSource Wealth Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
30 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.