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&Partners’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

&Partners’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 		$1.16M Sell
112,701
-6,116
-5% -$63.4K 0.01% 1210
2025
Q4 		$1.2M Buy
118,817
+105,384
+785% +$1.1M 0.01% 1125
2025
Q3 		$140K Buy
13,433
+71
+0.5% +$712 ﹤0.01% 2018
2025
Q2 		$135K Buy
13,362
+3,033
+29% +$30.2K ﹤0.01% 1898
2025
Q1 		$105K Hold
10,329
– – ﹤0.01% 1712
2024
Q4 		$105K Buy
+10,329
New +$111K ﹤0.01% 1610

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

&Partners's NDMO Position: Q1 2026 in Review

&Partners reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 5.1% in Q1 2026, selling an estimated $63.4K and leaving 112,701 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1210.

&Partners first reported a position in NDMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2025. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • &Partners held 112,701 shares of Nuveen Dynamic Municipal Opportunities Fund worth $1.16M as of Q1 2026.
  • &Partners sold 6,116 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $63.4K.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.01% of &Partners's portfolio in Q1 2026, its #1210 holding.
  • &Partners first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • &Partners's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.2M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.