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

Stephens 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 		$1.25M Sell
120,000
-255,160
-68% -$2.64M 0.01% 620
2026
Q1 		$3.86M Buy
375,160
+365,160
+3,652% +$3.78M 0.05% 339
2025
Q4 		$101K Sell
10,000
-5,554
-36% -$58K ﹤0.01% 1244
2025
Q3 		$162K Hold
15,554
– – ﹤0.01% 1238
2025
Q2 		$157K Hold
15,554
– – ﹤0.01% 1193
2025
Q1 		$160K Hold
15,554
– – ﹤0.01% 1158
2024
Q4 		$156K Buy
+15,554
New +$167K ﹤0.01% 1185
2023
Q4 		– Sell
-58,130
Closed -$570K – 1278
2023
Q3 		$570K Sell
58,130
-10,000
-15% -$104K 0.01% 680
2023
Q2 		$693K Sell
68,130
-110,000
-62% -$1.16M 0.01% 639
2023
Q1 		$1.88M Buy
178,130
+13,000
+8% +$144K 0.04% 401
2022
Q4 		$1.64M Buy
165,130
+6,710
+4% +$68.1K 0.03% 412
2022
Q3 		$1.63M Buy
+158,420
New +$1.82M 0.03% 410

Other funds holding NDMO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Stephens Inc's NDMO Position: Q2 2026 in Review

Stephens Inc reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 68% in Q2 2026, selling an estimated $2.64M and leaving 120,000 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #620.

Stephens Inc first reported a position in NDMO in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.86M in Q1 2026. 26 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • Stephens Inc held 120,000 shares of Nuveen Dynamic Municipal Opportunities Fund worth $1.25M as of Q2 2026.
  • Stephens Inc sold 255,160 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $2.64M.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #620 holding.
  • Stephens Inc first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2022 and has held it in 12 quarters since.
  • Stephens Inc's Nuveen Dynamic Municipal Opportunities Fund position peaked at $3.86M in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.