River Street Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

River Street 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	$501K	Hold	48,146	–	–	0.15%	115
2026 Q1	$495K	Hold	48,146	–	–	0.17%	112
2025 Q4	$485K	Hold	48,146	–	–	0.18%	107
2025 Q3	$500K	Hold	48,146	–	–	0.19%	103
2025 Q2	$485K	Buy	48,146 +31,175	+184%	+$310K	0.21%	104
2025 Q1	$174K	Hold	16,971	–	–	0.09%	136
2024 Q4	$170K	Hold	16,971	–	–	0.09%	134
2024 Q3	$190K	Hold	16,971	–	–	0.1%	137
2024 Q2	$183K	Hold	16,971	–	–	0.11%	139
2024 Q1	$185K	Buy	+16,971	New	+$180K	0.12%	126

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

River Street Advisors's NDMO Position: Q2 2026 in Review

River Street Advisors held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q2 2026 at 48,146 shares worth $501K. The position accounts for 0.15% of the portfolio, ranked #115.

River Street Advisors first reported a position in NDMO in Q1 2024 and has held it in 10 quarters since. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

River Street Advisors held 48,146 shares of Nuveen Dynamic Municipal Opportunities Fund worth $501K as of Q2 2026.
River Street Advisors left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q2 2026.
Nuveen Dynamic Municipal Opportunities Fund made up 0.15% of River Street Advisors's portfolio in Q2 2026, its #115 holding.
River Street Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.