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

Sanctuary 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 Q1	$363K	Sell	35,324 -3,335	-9%	-$34.6K	﹤0.01%	1977
2025 Q4	$390K	Sell	38,659 -23,503	-38%	-$245K	﹤0.01%	1873
2025 Q3	$646K	Sell	62,162 -2,968	-5%	-$29.8K	﹤0.01%	1548
2025 Q2	$656K	Sell	65,130 -580	-0.9%	-$5.77K	﹤0.01%	1462
2025 Q1	$674K	Buy	65,710 +253	+0.4%	+$2.63K	﹤0.01%	1326
2024 Q4	$680K	Sell	65,457 -92,375	-59%	-$989K	﹤0.01%	1495
2024 Q3	$1.66M	Sell	157,832 -5,300	-3%	-$57.7K	0.01%	977
2024 Q2	$1.73M	Buy	+163,132	New	+$1.76M	0.01%	888

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

Sanctuary Advisors's NDMO Position: Q1 2026 in Review

Sanctuary Advisors reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 8.6% in Q1 2026, selling an estimated $34.6K and leaving 35,324 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Sanctuary Advisors first reported a position in NDMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q2 2024. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

Sanctuary Advisors held 35,324 shares of Nuveen Dynamic Municipal Opportunities Fund worth $363K as of Q1 2026.
Sanctuary Advisors sold 3,335 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $34.6K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1977 holding.
Sanctuary Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.73M in Q2 2024.
63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.