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Patriot Financial Group Insurance Agency’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$199K Sell
19,159
-18,893
-50% -$195K 0.02% 479
2026
Q1 		$392K Buy
38,052
+19,155
+101% +$198K 0.02% 495
2025
Q4 		$190K Sell
18,897
-3,465
-15% -$36.2K 0.02% 482
2025
Q3 		$232K Buy
22,362
+565
+3% +$5.67K 0.03% 435
2025
Q2 		$219K Buy
21,797
+1,757
+9% +$17.5K 0.03% 474
2025
Q1 		$206K Buy
20,040
+3,362
+20% +$34.9K 0.03% 450
2024
Q4 		$167K Buy
+16,678
New +$179K 0.02% 452

Other funds holding NDMO

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TWP
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NDMO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 50% in Q2 2026, selling an estimated $195K and leaving 19,159 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #479.

Patriot Financial Group Insurance Agency first reported a position in NDMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q1 2026. 33 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 19,159 shares of Nuveen Dynamic Municipal Opportunities Fund worth $199K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 18,893 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $195K.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #479 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • Patriot Financial Group Insurance Agency's Nuveen Dynamic Municipal Opportunities Fund position peaked at $392K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.