Osaic Holdings
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Osaic Holdings’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Osaic Holdings’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 		$595K Sell
57,824
-71,021
-55% -$736K ﹤0.01% 3184
2025
Q4 		$1.3M Buy
128,845
+88,135
+216% +$920K ﹤0.01% 2456
2025
Q3 		$418K Buy
40,710
+4,760
+13% +$47.8K ﹤0.01% 3576
2025
Q2 		$362K Sell
35,950
-5,579
-13% -$55.5K ﹤0.01% 3435
2025
Q1 		$426K Buy
41,529
+19,316
+87% +$200K ﹤0.01% 3019
2024
Q4 		$223K Sell
22,213
-33,030
-60% -$354K ﹤0.01% 3500
2024
Q3 		$619K Buy
55,243
+5,620
+11% +$61.2K ﹤0.01% 2671
2024
Q2 		$536K Sell
49,623
-57,531
-54% -$622K ﹤0.01% 2716
2024
Q1 		$1.17M Sell
107,154
-46,129
-30% -$488K ﹤0.01% 2196
2023
Q4 		$1.52M Sell
153,283
-45,122
-23% -$440K ﹤0.01% 2095
2023
Q3 		$1.95M Buy
198,405
+46,080
+30% +$480K ﹤0.01% 2012
2023
Q2 		$1.56M Buy
152,325
+3,160
+2% +$33.2K ﹤0.01% 2092
2023
Q1 		$1.6M Sell
149,165
-101,333
-40% -$1.13M ﹤0.01% 2035
2022
Q4 		$2.49M Sell
250,498
-2,573
-1% -$26.1K 0.01% 1587
2022
Q3 		$2.6M Buy
253,071
+109,794
+77% +$1.26M 0.01% 1435
2022
Q2 		$1.58M Sell
143,277
-3,883
-3% -$45.2K ﹤0.01% 1848
2022
Q1 		$622K Buy
147,160
+11,814
+9% +$171K ﹤0.01% 3022
2021
Q4 		$2.23M Buy
135,346
+12,940
+11% +$205K ﹤0.01% 1693
2021
Q3 		$1.96M Buy
122,406
+987
+0.8% +$16.8K ﹤0.01% 1720
2021
Q2 		$2.07M Buy
121,419
+3,650
+3% +$60.2K ﹤0.01% 1684
2021
Q1 		$1.89M Buy
117,769
+19,238
+20% +$305K ﹤0.01% 1671
2020
Q4 		$1.55M Buy
98,531
+98,106
+23,084% +$1.48M ﹤0.01% 1654
2020
Q3 		$6K Buy
+425
New +$6.4K ﹤0.01% 5512

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 $8.93B AUM 25.13% 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

Osaic Holdings's NDMO Position: Q1 2026 in Review

Osaic Holdings reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 55% in Q1 2026, selling an estimated $736K and leaving 57,824 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Osaic Holdings first reported a position in NDMO in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.6M in Q3 2022. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • Osaic Holdings held 57,824 shares of Nuveen Dynamic Municipal Opportunities Fund worth $595K as of Q1 2026.
  • Osaic Holdings sold 71,021 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $736K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3184 holding.
  • Osaic Holdings first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2020 and has held it in 23 quarters since.
  • Osaic Holdings's Nuveen Dynamic Municipal Opportunities Fund position peaked at $2.6M in Q3 2022.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.