LM Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

LM Advisors’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	$452K	Buy	43,443 +42,996	+9,619%	+$444K	0.05%	158
2026 Q1	$43.4K	Buy	+447	New	+$4.63K	0.69%	41
2025 Q4	–	Sell	-50,726	Closed	-$527K	–	220
2025 Q3	$527K	Hold	50,726	–	–	0.08%	133
2025 Q2	$511K	Hold	50,726	–	–	0.07%	125
2025 Q1	$520K	Sell	50,726 -2,000	-4%	-$20.8K	0.09%	149
2024 Q4	$528K	Sell	52,726 -6,968	-12%	-$74.6K	0.09%	133
2024 Q3	$669K	Sell	59,694 -1,121	-2%	-$12.2K	0.14%	101
2024 Q2	$657K	Buy	60,815 +496	+0.8%	+$5.36K	0.12%	115
2024 Q1	$657K	Hold	60,319	–	–	0.1%	118
2023 Q4	$598K	Buy	+60,319	New	+$588K	0.12%	102

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 $104B AUM 28.3% 1-Year Est. Return

LM Advisors's NDMO Position: Q2 2026 in Review

LM Advisors increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 9,619% in Q2 2026, buying an estimated $444K and bringing the position to 43,443 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #158.

LM Advisors first reported a position in NDMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $669K in Q3 2024. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

LM Advisors held 43,443 shares of Nuveen Dynamic Municipal Opportunities Fund worth $452K as of Q2 2026.
LM Advisors bought 42,996 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $444K.
Nuveen Dynamic Municipal Opportunities Fund made up 0.05% of LM Advisors's portfolio in Q2 2026, its #158 holding.
LM Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
LM Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $669K in Q3 2024.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.