Guggenheim Capital’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Guggenheim Capital’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	$14.4M	Sell	1,379,401 -67,954	-5%	-$702K	0.09%	214
2026 Q1	$14.9M	Sell	1,447,355 -26,986	-2%	-$280K	0.12%	182
2025 Q4	$14.9M	Buy	1,474,341 +345,497	+31%	+$3.61M	0.11%	188
2025 Q3	$11.7M	Buy	1,128,844 +269,499	+31%	+$2.7M	0.09%	238
2025 Q2	$8.65M	Buy	859,345 +280,389	+48%	+$2.79M	0.07%	285
2025 Q1	$5.94M	Buy	578,956 +149,431	+35%	+$1.55M	0.05%	380
2024 Q4	$4.3M	Buy	429,525 +251,274	+141%	+$2.69M	0.03%	466
2024 Q3	$2M	Buy	+178,251	New	+$1.94M	0.01%	819

Other funds holding NDMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Guggenheim Capital's NDMO Position: Q2 2026 in Review

Guggenheim Capital reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 4.7% in Q2 2026, selling an estimated $702K and leaving 1,379,401 shares worth $14.4M. The position accounts for 0.09% of the portfolio, ranked #214.

Guggenheim Capital first reported a position in NDMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.9M in Q1 2026. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Guggenheim Capital held 1,379,401 shares of Nuveen Dynamic Municipal Opportunities Fund worth $14.4M as of Q2 2026.
Guggenheim Capital sold 67,954 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $702K.
Nuveen Dynamic Municipal Opportunities Fund made up 0.09% of Guggenheim Capital's portfolio in Q2 2026, its #214 holding.
Guggenheim Capital first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
Guggenheim Capital's Nuveen Dynamic Municipal Opportunities Fund position peaked at $14.9M in Q1 2026.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.