Melfa Wealth Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Melfa Wealth Management’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	$151K	Hold	14,528	–	–	0.08%	180
2026 Q1	$149K	Hold	14,528	–	–	0.09%	178
2025 Q4	$146K	Hold	14,528	–	–	0.08%	187
2025 Q3	$151K	Hold	14,528	–	–	0.09%	184
2025 Q2	$146K	Buy	14,528 +4,500	+45%	+$44.8K	0.09%	186
2025 Q1	$103K	Hold	10,028	–	–	0.07%	193
2024 Q4	$100K	Hold	10,028	–	–	0.07%	194
2024 Q3	$112K	Sell	10,028 -4,000	-29%	-$43.6K	0.07%	192
2024 Q2	$152K	Buy	14,028 +28	+0.2%	+$303	0.11%	177
2024 Q1	$152K	Buy	+14,000	New	+$148K	0.11%	170

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

Melfa Wealth Management's NDMO Position: Q2 2026 in Review

Melfa Wealth Management held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q2 2026 at 14,528 shares worth $151K. The position accounts for 0.08% of the portfolio, ranked #180.

Melfa Wealth Management first reported a position in NDMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $152K in Q1 2024. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Melfa Wealth Management held 14,528 shares of Nuveen Dynamic Municipal Opportunities Fund worth $151K as of Q2 2026.
Melfa Wealth Management left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q2 2026.
Nuveen Dynamic Municipal Opportunities Fund made up 0.08% of Melfa Wealth Management's portfolio in Q2 2026, its #180 holding.
Melfa Wealth Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
Melfa Wealth Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $152K in Q1 2024.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.