BFC Planning, Inc.’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

BFC Planning, Inc.’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 Q3	$22.1K	Sell	2,500 -4,000	-62%	-$39.3K	﹤0.01%	1979
2026 Q2	$67.7K	Hold	6,500	–	–	﹤0.01%	1399
2026 Q1	$66.9K	Hold	6,500	–	–	﹤0.01%	1238
2025 Q4	$65.5K	Sell	6,500 -2,500	-28%	-$26.1K	﹤0.01%	1254
2025 Q3	$93.5K	Buy	9,000 +5,000	+125%	+$50.2K	0.01%	950
2025 Q2	$40.3K	Hold	4,000	–	–	﹤0.01%	1214
2025 Q1	$41K	Hold	4,000	–	–	﹤0.01%	1182
2024 Q4	$40.1K	Hold	4,000	–	–	﹤0.01%	1203
2024 Q3	$44.8K	Buy	+4,000	New	+$43.6K	﹤0.01%	1140

Other funds holding NDMO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $734M AUM 21.22% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $195M AUM 10.53% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

BFC Planning, Inc.'s NDMO Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 62% in Q3 2026, selling an estimated $39.3K and leaving 2,500 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

BFC Planning, Inc. first reported a position in NDMO in Q3 2024 and has held it in 9 quarters since. The position peaked at $93.5K in Q3 2025. 62 funds tracked by Wall St. Rank hold NDMO as of Q3 2026.

BFC Planning, Inc. held 2,500 shares of Nuveen Dynamic Municipal Opportunities Fund worth $22.1K as of Q3 2026.
BFC Planning, Inc. sold 4,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2026, an estimated $39.3K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1979 holding.
BFC Planning, Inc. first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Nuveen Dynamic Municipal Opportunities Fund position peaked at $93.5K in Q3 2025.
62 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.