Newbridge Financial Services Group’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Newbridge Financial Services Group’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
2025 Q4	–	Sell	-1,000	Closed	-$10.4K	–	1351
2025 Q3	$10.4K	Hold	1,000	–	–	﹤0.01%	892
2025 Q2	$10.1K	Buy	+1,000	New	+$9.95K	﹤0.01%	881
2021 Q3	–	Sell	-1,000	Closed	-$17K	–	1541
2021 Q2	$17K	Buy	+1,000	New	+$16.5K	0.01%	830

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

TWP

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Newbridge Financial Services Group's NDMO Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q4 2025, closing a stake of 1,000 shares — an estimated $10.4K sold.

Newbridge Financial Services Group first reported a position in NDMO in Q2 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 75 funds tracked by Wall St. Rank hold NDMO as of Q4 2025.

Newbridge Financial Services Group reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 1,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q4 2025, an estimated $10.4K.
Newbridge Financial Services Group first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2021 and held it in 3 quarters.
Newbridge Financial Services Group's Nuveen Dynamic Municipal Opportunities Fund position peaked at $17K in Q2 2021.
75 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.