NA
NDMO icon

NewEdge Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

NewEdge Advisors’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 		$7.45K Sell
715
-12,335
-95% -$127K ﹤0.01% 3613
2026
Q1 		$134K Buy
13,050
+5
+0% +$52 ﹤0.01% 2687
2025
Q4 		$131K Buy
13,045
+9
+0.1% +$94 ﹤0.01% 2687
2025
Q3 		$135K Buy
13,036
+6
+0% +$60 ﹤0.01% 2503
2025
Q2 		$131K Buy
13,030
+7
+0.1% +$70 ﹤0.01% 2334
2025
Q1 		$134K Sell
13,023
-9,996
-43% -$104K ﹤0.01% 2203
2024
Q4 		$231K Buy
23,019
+7,548
+49% +$80.8K ﹤0.01% 2015
2024
Q3 		$173K Buy
15,471
+2,307
+18% +$25.1K ﹤0.01% 2038
2024
Q2 		$142K Sell
13,164
-3,195
-20% -$34.5K ﹤0.01% 2015
2024
Q1 		$178K Buy
16,359
+5,604
+52% +$59.3K ﹤0.01% 1880
2023
Q4 		$107K Sell
10,755
-4,492
-29% -$43.8K ﹤0.01% 1927
2023
Q3 		$150K Sell
15,247
-4,494
-23% -$46.8K ﹤0.01% 1716
2023
Q2 		$201K Buy
19,741
+5
+0% +$53 ﹤0.01% 1636
2023
Q1 		$207K Buy
19,736
+19,104
+3,023% +$212K ﹤0.01% 1532
2022
Q4 		$6 Buy
+632
New +$6.41K ﹤0.01% 3781

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors's NDMO Position: Q2 2026 in Review

NewEdge Advisors reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 95% in Q2 2026, selling an estimated $127K and leaving 715 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

NewEdge Advisors first reported a position in NDMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $231K in Q4 2024. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • NewEdge Advisors held 715 shares of Nuveen Dynamic Municipal Opportunities Fund worth $7.45K as of Q2 2026.
  • NewEdge Advisors sold 12,335 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $127K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3613 holding.
  • NewEdge Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $231K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.