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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
Q2 		– Sell
-121,315
Closed -$1.25M – 1436
2026
Q1 		$1.25M Buy
+121,315
New +$1.26M 0.01% 718

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Independent Advisor Alliance's NDMO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2026, closing a stake of 121,315 shares — an estimated $1.25M sold.

Independent Advisor Alliance first reported a position in NDMO in Q1 2026 and held it in 1 quarter. The position peaked at $1.25M in Q1 2026. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 121,315 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $1.25M.
  • Independent Advisor Alliance first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.25M in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.