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Sonora Investment Management Group’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Sonora Investment Management 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
2025
Q3 		$131K Hold
12,570
– – 0.01% 283
2025
Q2 		$127K Hold
12,570
– – 0.01% 289
2025
Q1 		$129K Hold
12,570
– – 0.01% 289
2024
Q4 		$126K Buy
+12,570
New +$135K 0.01% 283

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Sonora Investment Management Group's NDMO Position: Q3 2025 in Review

Sonora Investment Management Group held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q3 2025 at 12,570 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #283.

Sonora Investment Management Group first reported a position in NDMO in Q4 2024 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold NDMO as of Q3 2025.

  • Sonora Investment Management Group held 12,570 shares of Nuveen Dynamic Municipal Opportunities Fund worth $131K as of Q3 2025.
  • Sonora Investment Management Group left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q3 2025.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #283 holding.
  • Sonora Investment Management Group first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.