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 Q2	$208K	Hold	19,962	–	–	﹤0.01%	1164
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 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

Savvy Advisors Inc's NDMO Position: Q2 2026 in Review

Savvy Advisors Inc held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q2 2026 at 19,962 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Savvy Advisors Inc first reported a position in NDMO in Q3 2024 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Savvy Advisors Inc held 19,962 shares of Nuveen Dynamic Municipal Opportunities Fund worth $208K as of Q2 2026.
Savvy Advisors Inc left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q2 2026.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1164 holding.
Savvy Advisors Inc first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.