Jeff Yass’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Jeff Yass’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	$398K	Sell	38,257 -1,189	-3%	-$12.3K	﹤0.01%	10423
2026 Q1	$406K	Buy	39,446 +4,974	+14%	+$51.5K	﹤0.01%	10170
2025 Q4	$347K	Sell	34,472 -10,148	-23%	-$106K	﹤0.01%	9601
2025 Q3	$464K	Buy	+44,620	New	+$448K	﹤0.01%	9135
2025 Q1	–	Sell	-46,895	Closed	-$470K	–	13117
2024 Q4	$470K	Buy	46,895 +28,631	+157%	+$307K	﹤0.01%	8830
2024 Q3	$205K	Buy	+18,264	New	+$199K	﹤0.01%	10427
2023 Q4	–	Sell	-10,129	Closed	-$99.4K	–	12969
2023 Q3	$99.4K	Sell	10,129 -703	-6%	-$7.32K	﹤0.01%	10929
2023 Q2	$110K	Buy	+10,832	New	+$114K	﹤0.01%	10887

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $103B AUM 28.65% 1-Year Est. Return

Jeff Yass's NDMO Position: Q2 2026 in Review

Jeff Yass reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 3% in Q2 2026, selling an estimated $12.3K and leaving 38,257 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #10423.

Jeff Yass first reported a position in NDMO in Q2 2023 and has held it in 8 quarters since. The position peaked at $470K in Q4 2024. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Jeff Yass held 38,257 shares of Nuveen Dynamic Municipal Opportunities Fund worth $398K as of Q2 2026.
Jeff Yass sold 1,189 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $12.3K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10423 holding.
Jeff Yass first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2023 and has held it in 8 quarters since.
Jeff Yass's Nuveen Dynamic Municipal Opportunities Fund position peaked at $470K in Q4 2024.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.