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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
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 $1.66T 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

NewEdge Advisors's NDMO Position: Q1 2026 in Review

NewEdge Advisors increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 0.04% in Q1 2026, buying an estimated $52 and bringing the position to 13,050 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

NewEdge Advisors first reported a position in NDMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $231K in Q4 2024. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • NewEdge Advisors held 13,050 shares of Nuveen Dynamic Municipal Opportunities Fund worth $134K as of Q1 2026.
  • NewEdge Advisors bought 5 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $52.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2687 holding.
  • NewEdge Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $231K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.