Regatta Capital Group’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Regatta Capital Group’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	$1.05M	Hold	101,713	–	–	0.16%	90
2025 Q4	$1.03M	Hold	101,713	–	–	0.15%	88
2025 Q3	$1.06M	Hold	101,713	–	–	0.17%	87
2025 Q2	$1.02M	Hold	101,713	–	–	0.18%	84
2025 Q1	$1.04M	Hold	101,713	–	–	0.2%	77
2024 Q4	$1.02M	Hold	101,713	–	–	0.2%	79
2024 Q3	$1.14M	Hold	101,713	–	–	0.22%	75
2024 Q2	$1.1M	Hold	101,713	–	–	0.24%	70
2024 Q1	$1.11M	Hold	101,713	–	–	0.25%	70
2023 Q4	$1.01M	Buy	101,713 +52,000	+105%	+$507K	0.27%	68
2023 Q3	$488K	Hold	49,713	–	–	0.15%	99
2023 Q2	$506K	Hold	49,713	–	–	0.16%	103
2023 Q1	$494K	Hold	49,713	–	–	0.18%	102
2022 Q4	$494K	Buy	+49,713	New	+$504K	0.18%	102

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Regatta Capital Group's NDMO Position: Q1 2026 in Review

Regatta Capital Group held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q1 2026 at 101,713 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #90.

Regatta Capital Group first reported a position in NDMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q3 2024. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

Regatta Capital Group held 101,713 shares of Nuveen Dynamic Municipal Opportunities Fund worth $1.05M as of Q1 2026.
Regatta Capital Group left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q1 2026.
Nuveen Dynamic Municipal Opportunities Fund made up 0.16% of Regatta Capital Group's portfolio in Q1 2026, its #90 holding.
Regatta Capital Group first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
Regatta Capital Group's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.14M in Q3 2024.
63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.