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Kestra Advisory Services’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Kestra Advisory Services’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
2024
Q4 		– Sell
-19,695
Closed -$221K – 2766
2024
Q3 		$221K Buy
19,695
+1,811
+10% +$19.7K ﹤0.01% 2309
2024
Q2 		$193K Buy
17,884
+271
+2% +$2.93K ﹤0.01% 2420
2024
Q1 		$192K Buy
+17,613
New +$186K ﹤0.01% 2286

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kestra Advisory Services's NDMO Position: Q4 2024 in Review

Kestra Advisory Services sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q4 2024, closing a stake of 19,695 shares — an estimated $221K sold.

Kestra Advisory Services first reported a position in NDMO in Q1 2024 and held it in 3 quarters. The position peaked at $221K in Q3 2024. 86 funds tracked by Wall St. Rank hold NDMO as of Q4 2024.

  • Kestra Advisory Services reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 19,695 Nuveen Dynamic Municipal Opportunities Fund shares in Q4 2024, an estimated $221K.
  • Kestra Advisory Services first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Kestra Advisory Services's Nuveen Dynamic Municipal Opportunities Fund position peaked at $221K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.