Steward Partners Investment Advisory’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-284	Closed	-$2.95K	–	4424
2025 Q3	$2.95K	Hold	284	–	–	﹤0.01%	3810
2025 Q2	$2.86K	Hold	284	–	–	﹤0.01%	3657
2025 Q1	$2.91K	Hold	284	–	–	﹤0.01%	3552
2024 Q4	$2.85K	Sell	284 -4,210	-94%	-$45.1K	﹤0.01%	3544
2024 Q3	$50.4K	Hold	4,494	–	–	﹤0.01%	2235
2024 Q2	$48.5K	Sell	4,494 -114	-2%	-$1.23K	﹤0.01%	2124
2024 Q1	$50.2K	Sell	4,608 -134	-3%	-$1.42K	﹤0.01%	2114
2023 Q4	$47K	Hold	4,742	–	–	﹤0.01%	2025
2023 Q3	$46.5K	Hold	4,742	–	–	﹤0.01%	1945
2023 Q2	$48.2K	Hold	4,742	–	–	﹤0.01%	1903
2023 Q1	$50.1K	Hold	4,742	–	–	﹤0.01%	1863
2022 Q4	$47.1K	Buy	4,742 +3,996	+536%	+$40.5K	﹤0.01%	1859
2022 Q3	$8K	Sell	746 -1,722	-70%	-$19.8K	﹤0.01%	2618
2022 Q2	$27K	Hold	2,468	–	–	﹤0.01%	2095
2022 Q1	$32K	Buy	+2,468	New	+$35.8K	﹤0.01%	2147

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's NDMO Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q4 2025, closing a stake of 284 shares — an estimated $2.95K sold.

Steward Partners Investment Advisory first reported a position in NDMO in Q1 2022 and held it in 15 quarters. The position peaked at $50.4K in Q3 2024. 75 funds tracked by Wall St. Rank hold NDMO as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 284 Nuveen Dynamic Municipal Opportunities Fund shares in Q4 2025, an estimated $2.95K.
Steward Partners Investment Advisory first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2022 and held it in 15 quarters.
Steward Partners Investment Advisory's Nuveen Dynamic Municipal Opportunities Fund position peaked at $50.4K in Q3 2024.
75 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.