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Highline Wealth Partners’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Highline Wealth Partners’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 		$10.4K Hold
1,000
– – ﹤0.01% 579
2026
Q1 		$10.3K Hold
1,000
– – ﹤0.01% 441
2025
Q4 		$10.1K Hold
1,000
– – ﹤0.01% 406
2025
Q3 		$10.4K Buy
+1,000
New +$10K ﹤0.01% 403

Other funds holding NDMO

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
PI
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Highline Wealth Partners's NDMO Position: Q2 2026 in Review

Highline Wealth Partners held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q2 2026 at 1,000 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Highline Wealth Partners first reported a position in NDMO in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • Highline Wealth Partners held 1,000 shares of Nuveen Dynamic Municipal Opportunities Fund worth $10.4K as of Q2 2026.
  • Highline Wealth Partners left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #579 holding.
  • Highline Wealth Partners first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.