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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

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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. 13 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.
  • 13 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.