JSW
NDMO icon

Journey Strategic Wealth’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Journey Strategic Wealth’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
2025
Q2 		– Sell
-13,800
Closed -$142K – 688
2025
Q1 		$142K Hold
13,800
– – ﹤0.01% 481
2024
Q4 		$138K Buy
+13,800
New +$148K 0.01% 485
2024
Q3 		– Sell
-11,800
Closed -$127K – 524
2024
Q2 		$127K Buy
+11,800
New +$128K 0.01% 387

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Journey Strategic Wealth's NDMO Position: Q2 2025 in Review

Journey Strategic Wealth sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2025, closing a stake of 13,800 shares — an estimated $142K sold.

Journey Strategic Wealth first reported a position in NDMO in Q2 2024 and held it in 3 quarters. The position peaked at $142K in Q1 2025. 78 funds tracked by Wall St. Rank hold NDMO as of Q2 2025.

  • Journey Strategic Wealth reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 13,800 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2025, an estimated $142K.
  • Journey Strategic Wealth first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2024 and held it in 3 quarters.
  • Journey Strategic Wealth's Nuveen Dynamic Municipal Opportunities Fund position peaked at $142K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2025.

Based on Journey Strategic Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.