Melfa Wealth Management
NDMO icon

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
Q3 		$438K Buy
49,528
+35,000
+241% +$344K 0.24% 86
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $734M AUM 21.22% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $195M AUM 10.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Melfa Wealth Management's NDMO Position: Q3 2026 in Review

Melfa Wealth Management increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 241% in Q3 2026, buying an estimated $344K and bringing the position to 49,528 shares worth $438K. The position accounts for 0.24% of the portfolio, ranked #86.

Melfa Wealth Management first reported a position in NDMO in Q1 2024 and has held it in 11 quarters since. 55 funds tracked by Wall St. Rank hold NDMO as of Q3 2026.

  • Melfa Wealth Management held 49,528 shares of Nuveen Dynamic Municipal Opportunities Fund worth $438K as of Q3 2026.
  • Melfa Wealth Management bought 35,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2026, an estimated $344K.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.24% of Melfa Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Melfa Wealth Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2024 and has held it in 11 quarters since.
  • 55 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2026.

Based on Melfa Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.