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Primoris Wealth Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Primoris Wealth Advisors’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 		$568K Buy
54,582
+41
+0.1% +$423 0.26% 71
2026
Q1 		$561K Buy
54,541
+1
+0% +$10 0.39% 49
2025
Q4 		$550K Hold
54,540
– – 0.33% 62
2025
Q3 		$567K Sell
54,540
-2,500
-4% -$25.1K 0.36% 59
2025
Q2 		$574K Sell
57,040
-2,500
-4% -$24.9K 0.39% 53
2025
Q1 		$611K Sell
59,540
-3,460
-5% -$35.9K 0.47% 50
2024
Q4 		$631K Buy
63,000
+500
+0.8% +$5.35K 0.48% 50
2024
Q3 		$695K Buy
62,500
+1,000
+2% +$10.9K 0.5% 53
2024
Q2 		$664K Buy
61,500
+8,500
+16% +$91.9K 0.53% 51
2024
Q1 		$577K Buy
53,000
+18,000
+51% +$190K 0.46% 55
2023
Q4 		$347K Buy
35,000
+5,000
+17% +$48.7K 0.33% 65
2023
Q3 		$294K Buy
30,000
+2,500
+9% +$26K 0.36% 56
2023
Q2 		$280K Buy
27,500
+16,500
+150% +$173K 0.31% 57
2023
Q1 		$116K Hold
11,000
– – 0.14% 66
2022
Q4 		$109K Hold
11,000
– – 0.17% 60
2022
Q3 		$113K Hold
11,000
– – 0.2% 59
2022
Q2 		$122K Hold
11,000
– – 0.18% 76
2022
Q1 		$144K Hold
11,000
– – 0.13% 74
2021
Q4 		$183K Buy
+11,000
New +$174K 0.15% 82

Other funds holding NDMO

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
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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Primoris Wealth Advisors's NDMO Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 0.08% in Q2 2026, buying an estimated $423 and bringing the position to 54,582 shares worth $568K. The position accounts for 0.26% of the portfolio, ranked #71.

Primoris Wealth Advisors first reported a position in NDMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $695K in Q3 2024. 26 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • Primoris Wealth Advisors held 54,582 shares of Nuveen Dynamic Municipal Opportunities Fund worth $568K as of Q2 2026.
  • Primoris Wealth Advisors bought 41 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $423.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.26% of Primoris Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Primoris Wealth Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2021 and has held it in 19 quarters since.
  • Primoris Wealth Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $695K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.