Mariner’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Mariner’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 Q1	$313K	Sell	30,375 -181	-0.6%	-$1.88K	﹤0.01%	2826
2025 Q4	$308K	Sell	30,556 -517	-2%	-$5.4K	﹤0.01%	2818
2025 Q3	$323K	Sell	31,073 -222	-0.7%	-$2.23K	﹤0.01%	2748
2025 Q2	$315K	Buy	31,295 +1,823	+6%	+$18.1K	﹤0.01%	2692
2025 Q1	$302K	Sell	29,472 -480	-2%	-$4.98K	﹤0.01%	2614
2024 Q4	$300K	Buy	29,952 +3	+0%	+$32	﹤0.01%	2614
2024 Q3	$336K	Buy	+29,949	New	+$326K	﹤0.01%	2473
2021 Q2	–	Sell	-13,300	Closed	-$215K	–	925
2021 Q1	$215K	Hold	13,300	–	–	﹤0.01%	847
2020 Q4	$209K	Buy	+13,300	New	+$201K	﹤0.01%	777

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Mariner's NDMO Position: Q1 2026 in Review

Mariner reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 0.59% in Q1 2026, selling an estimated $1.88K and leaving 30,375 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

Mariner first reported a position in NDMO in Q4 2020 and has held it in 9 quarters since. The position peaked at $336K in Q3 2024. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

Mariner held 30,375 shares of Nuveen Dynamic Municipal Opportunities Fund worth $313K as of Q1 2026.
Mariner sold 181 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $1.88K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2826 holding.
Mariner first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2020 and has held it in 9 quarters since.
Mariner's Nuveen Dynamic Municipal Opportunities Fund position peaked at $336K in Q3 2024.
63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.