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

Savvy Advisors Inc’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 		$205K Hold
19,962
– – 0.01% 1054
2025
Q4 		$201K Buy
19,962
+5,000
+33% +$52.2K 0.01% 956
2025
Q3 		$155K Buy
14,962
+1,000
+7% +$10K 0.01% 796
2025
Q2 		$141K Buy
13,962
+3,124
+29% +$31.1K 0.01% 629
2025
Q1 		$111K Hold
10,838
– – 0.01% 502
2024
Q4 		$109K Hold
10,838
– – 0.01% 437
2024
Q3 		$121K Buy
+10,838
New +$118K 0.02% 339

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

Savvy Advisors Inc's NDMO Position: Q1 2026 in Review

Savvy Advisors Inc held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q1 2026 at 19,962 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #1054.

Savvy Advisors Inc first reported a position in NDMO in Q3 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • Savvy Advisors Inc held 19,962 shares of Nuveen Dynamic Municipal Opportunities Fund worth $205K as of Q1 2026.
  • Savvy Advisors Inc left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q1 2026.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1054 holding.
  • Savvy Advisors Inc first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.