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

NewEdge Wealth’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 Q2	–	Sell	-12,155	Closed	-$125K	–	1010
2025 Q1	$125K	Buy	12,155 +60	+0.5%	+$623	﹤0.01%	912
2024 Q4	$121K	Sell	12,095 -19,883	-62%	-$213K	﹤0.01%	902
2024 Q3	$358K	Buy	31,978 +85	+0.3%	+$926	0.01%	686
2024 Q2	$344K	Sell	31,893 -2,172	-6%	-$23.5K	0.01%	622
2024 Q1	$367K	Sell	34,065 -1,388	-4%	-$14.7K	0.01%	624
2023 Q4	$351K	Sell	35,453 -2,461	-6%	-$24K	0.01%	585
2023 Q3	$372K	Buy	37,914 +81	+0.2%	+$843	0.01%	504
2023 Q2	$385K	Buy	37,833 +81	+0.2%	+$851	0.01%	504
2023 Q1	$399K	Buy	37,752 +60	+0.2%	+$667	0.02%	452
2022 Q4	$375K	Buy	37,692 +3,992	+12%	+$40.5K	0.02%	412
2022 Q3	$346K	Buy	+33,700	New	+$387K	0.02%	400

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TWP

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

VanEck Associates New York $133B AUM 72.99% 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

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

NewEdge Wealth's NDMO Position: Q2 2025 in Review

NewEdge Wealth sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2025, closing a stake of 12,155 shares — an estimated $125K sold.

NewEdge Wealth first reported a position in NDMO in Q3 2022 and held it in 11 quarters. The position peaked at $399K in Q1 2023. 78 funds tracked by Wall St. Rank hold NDMO as of Q2 2025.

NewEdge Wealth reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2025 after selling out during the quarter.
NewEdge Wealth sold 12,155 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2025, an estimated $125K.
NewEdge Wealth first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2022 and held it in 11 quarters.
NewEdge Wealth's Nuveen Dynamic Municipal Opportunities Fund position peaked at $399K in Q1 2023.
78 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.