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MPWM Advisory Solutions’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

MPWM Advisory Solutions’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 		$156K Sell
15,182
-385
-2% -$3.99K 0.08% 119
2025
Q4 		$157K Buy
15,567
+350
+2% +$3.65K 0.09% 102
2025
Q3 		$158K Buy
15,217
+270
+2% +$2.71K 0.09% 94
2025
Q2 		$151K Buy
14,947
+261
+2% +$2.6K 0.1% 94
2025
Q1 		$151K Buy
14,686
+164
+1% +$1.7K 0.11% 76
2024
Q4 		$146K Buy
+14,522
New +$155K 0.11% 84

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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

MPWM Advisory Solutions's NDMO Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 2.5% in Q1 2026, selling an estimated $3.99K and leaving 15,182 shares worth $156K. The position accounts for 0.08% of the portfolio, ranked #119.

MPWM Advisory Solutions first reported a position in NDMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $158K in Q3 2025. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • MPWM Advisory Solutions held 15,182 shares of Nuveen Dynamic Municipal Opportunities Fund worth $156K as of Q1 2026.
  • MPWM Advisory Solutions sold 385 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $3.99K.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.08% of MPWM Advisory Solutions's portfolio in Q1 2026, its #119 holding.
  • MPWM Advisory Solutions first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Nuveen Dynamic Municipal Opportunities Fund position peaked at $158K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.