Independent Advisor Alliance’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Independent Advisor Alliance’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	$1.25M	Buy	+121,315	New	+$1.26M	0.01%	718

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 $7.99B AUM 21.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Independent Advisor Alliance's NDMO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2026: 121,315 shares worth $1.25M. The stake represents 0.01% of the portfolio and ranks #718 among its holdings.

63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

Independent Advisor Alliance held 121,315 shares of Nuveen Dynamic Municipal Opportunities Fund worth $1.25M as of Q1 2026.
Nuveen Dynamic Municipal Opportunities Fund was a new Independent Advisor Alliance position in Q1 2026.
Nuveen Dynamic Municipal Opportunities Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #718 holding.
63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.