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Summit X LLC’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Summit X LLC’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
Q2 		– Sell
-16,970
Closed -$174K – 263
2025
Q1 		$174K Buy
+16,970
New +$176K 0.04% 232

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Bank of America
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TWP
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VanEck Associates
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit X LLC's NDMO Position: Q2 2025 in Review

Summit X LLC sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2025, closing a stake of 16,970 shares — an estimated $174K sold.

Summit X LLC first reported a position in NDMO in Q1 2025 and held it in 1 quarter. The position peaked at $174K in Q1 2025. 78 funds tracked by Wall St. Rank hold NDMO as of Q2 2025.

  • Summit X LLC reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Summit X LLC sold 16,970 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2025, an estimated $174K.
  • Summit X LLC first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • Summit X LLC's Nuveen Dynamic Municipal Opportunities Fund position peaked at $174K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2025.

Based on Summit X LLC's 13F filing for Q2 2025, filed 7 Aug 2025.