&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 Q2	$997K	Sell	95,811 -16,890	-15%	-$174K	﹤0.01%	1414
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

&Partners's NDMO Position: Q2 2026 in Review

&Partners reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 15% in Q2 2026, selling an estimated $174K and leaving 95,811 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

&Partners first reported a position in NDMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

&Partners held 95,811 shares of Nuveen Dynamic Municipal Opportunities Fund worth $997K as of Q2 2026.
&Partners sold 16,890 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $174K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1414 holding.
&Partners first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
&Partners's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.2M in Q4 2025.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.