PFG Investments’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

PFG Investments’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	$413K	Buy	39,666 +101	+0.3%	+$1.04K	0.02%	764
2026 Q1	$407K	Buy	39,565 +65	+0.2%	+$674	0.02%	694
2025 Q4	$398K	Sell	39,500 -10,372	-21%	-$108K	0.02%	660
2025 Q3	$518K	Buy	49,872 +100	+0.2%	+$1K	0.03%	538
2025 Q2	$501K	Sell	49,772 -6,895	-12%	-$68.6K	0.03%	528
2025 Q1	$581K	Buy	56,667 +61	+0.1%	+$633	0.04%	441
2024 Q4	$567K	Buy	56,606 +2,106	+4%	+$22.5K	0.04%	445
2024 Q3	$611K	Buy	+54,500	New	+$594K	0.04%	426

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

PFG Investments's NDMO Position: Q2 2026 in Review

PFG Investments increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 0.26% in Q2 2026, buying an estimated $1.04K and bringing the position to 39,666 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #764.

PFG Investments first reported a position in NDMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $611K in Q3 2024. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

PFG Investments held 39,666 shares of Nuveen Dynamic Municipal Opportunities Fund worth $413K as of Q2 2026.
PFG Investments bought 101 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $1.04K.
Nuveen Dynamic Municipal Opportunities Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #764 holding.
PFG Investments first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
PFG Investments's Nuveen Dynamic Municipal Opportunities Fund position peaked at $611K in Q3 2024.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.