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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
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
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

PFG Investments's NDMO Position: Q1 2026 in Review

PFG Investments increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 0.16% in Q1 2026, buying an estimated $674 and bringing the position to 39,565 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #694.

PFG Investments first reported a position in NDMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $611K in Q3 2024. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • PFG Investments held 39,565 shares of Nuveen Dynamic Municipal Opportunities Fund worth $407K as of Q1 2026.
  • PFG Investments bought 65 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $674.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.02% of PFG Investments's portfolio in Q1 2026, its #694 holding.
  • PFG Investments first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
  • PFG Investments's Nuveen Dynamic Municipal Opportunities Fund position peaked at $611K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.