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Vision Retirement’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Vision Retirement’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 		$71.6K Hold
6,875
– – 0.02% 197
2026
Q1 		$70.7K Hold
6,875
– – 0.02% 188
2025
Q4 		$69.3K Buy
+6,875
New +$71.8K 0.02% 192

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vision Retirement's NDMO Position: Q2 2026 in Review

Vision Retirement held its Nuveen Dynamic Municipal Opportunities Fund (NDMO) position steady in Q2 2026 at 6,875 shares worth $71.6K. The position accounts for 0.02% of the portfolio, ranked #197.

Vision Retirement first reported a position in NDMO in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • Vision Retirement held 6,875 shares of Nuveen Dynamic Municipal Opportunities Fund worth $71.6K as of Q2 2026.
  • Vision Retirement left its Nuveen Dynamic Municipal Opportunities Fund share count unchanged in Q2 2026.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #197 holding.
  • Vision Retirement first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.