UBS Group
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UBS Group’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

UBS Group’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
Q1 		$8.66M Sell
841,531
-46,248
-5% -$479K ﹤0.01% 3514
2025
Q4 		$8.95M Buy
887,779
+9,700
+1% +$101K ﹤0.01% 3409
2025
Q3 		$9.12M Sell
878,079
-41,909
-5% -$420K ﹤0.01% 3399
2025
Q2 		$9.26M Buy
919,988
+88,001
+11% +$876K ﹤0.01% 3154
2025
Q1 		$8.54M Buy
831,987
+30,727
+4% +$319K ﹤0.01% 3219
2024
Q4 		$8.03M Buy
801,260
+156,889
+24% +$1.68M ﹤0.01% 3303
2024
Q3 		$7.22M Buy
644,371
+52,889
+9% +$576K ﹤0.01% 2698
2024
Q2 		$6.39M Sell
591,482
-26,419
-4% -$286K ﹤0.01% 2620
2024
Q1 		$6.73M Buy
617,901
+23,284
+4% +$246K ﹤0.01% 2642
2023
Q4 		$5.89M Sell
594,617
-22,407
-4% -$218K ﹤0.01% 2616
2023
Q3 		$6.05M Sell
617,024
-53,324
-8% -$555K ﹤0.01% 2393
2023
Q2 		$6.82M Sell
670,348
-20,118
-3% -$211K ﹤0.01% 2290
2023
Q1 		$7.3M Buy
690,466
+18,389
+3% +$204K ﹤0.01% 2163
2022
Q4 		$6.68M Buy
672,077
+38,216
+6% +$388K ﹤0.01% 2229
2022
Q3 		$6.52M Sell
633,861
-88,359
-12% -$1.02M ﹤0.01% 2120
2022
Q2 		$8.03M Buy
722,220
+104,957
+17% +$1.22M ﹤0.01% 1977
2022
Q1 		$8.09M Sell
617,263
-99,151
-14% -$1.44M ﹤0.01% 2109
2021
Q4 		$11.9M Buy
716,414
+189,057
+36% +$2.99M ﹤0.01% 1990
2021
Q3 		$8.44M Buy
527,357
+54,533
+12% +$926K ﹤0.01% 2180
2021
Q2 		$7.98M Buy
472,824
+68,583
+17% +$1.13M ﹤0.01% 2233
2021
Q1 		$6.53M Buy
404,241
+71,966
+22% +$1.14M ﹤0.01% 2335
2020
Q4 		$5.22M Buy
332,275
+238,633
+255% +$3.61M ﹤0.01% 2403
2020
Q3 		$1.4M Buy
+93,642
New +$1.41M ﹤0.01% 3392

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group's NDMO Position: Q1 2026 in Review

UBS Group reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 5.2% in Q1 2026, selling an estimated $479K and leaving 841,531 shares worth $8.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

UBS Group first reported a position in NDMO in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.9M in Q4 2021. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • UBS Group held 841,531 shares of Nuveen Dynamic Municipal Opportunities Fund worth $8.66M as of Q1 2026.
  • UBS Group sold 46,248 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $479K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3514 holding.
  • UBS Group first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2020 and has held it in 23 quarters since.
  • UBS Group's Nuveen Dynamic Municipal Opportunities Fund position peaked at $11.9M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.