Spire Wealth Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Spire Wealth Management’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	$51K	Buy	4,900 +1,000	+26%	+$10.3K	﹤0.01%	1180
2026 Q1	$40.1K	Hold	3,900	–	–	﹤0.01%	1230
2025 Q4	$39.3K	Buy	3,900 +400	+11%	+$4.18K	﹤0.01%	1256
2025 Q3	$36.4K	Hold	3,500	–	–	﹤0.01%	1334
2025 Q2	$35.2K	Hold	3,500	–	–	﹤0.01%	1322
2025 Q1	$35.9K	Hold	3,500	–	–	﹤0.01%	1401
2024 Q4	$35.1K	Hold	3,500	–	–	﹤0.01%	1427
2024 Q3	$39.2K	Buy	3,500 +1,500	+75%	+$16.3K	﹤0.01%	1208
2024 Q2	$21.6K	Hold	2,000	–	–	﹤0.01%	1419
2024 Q1	$21.8K	Hold	2,000	–	–	﹤0.01%	1491
2023 Q4	$19.9K	Buy	+2,000	New	+$19.5K	﹤0.01%	1541

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

Spire Wealth Management's NDMO Position: Q2 2026 in Review

Spire Wealth Management increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 26% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,900 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Spire Wealth Management first reported a position in NDMO in Q4 2023 and has held it in 11 quarters since. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Spire Wealth Management held 4,900 shares of Nuveen Dynamic Municipal Opportunities Fund worth $51K as of Q2 2026.
Spire Wealth Management bought 1,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $10.3K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1180 holding.
Spire Wealth Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.