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

VisionPoint Advisory 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
2025 Q1	–	Sell	-5,750	Closed	-$58.1K	–	272
2024 Q4	$58.1K	Hold	5,750	–	–	0.02%	287
2024 Q3	$64.5K	Hold	5,750	–	–	0.02%	229
2024 Q2	$62.1K	Hold	5,750	–	–	0.02%	249
2024 Q1	$62.6K	Hold	5,750	–	–	0.02%	244
2023 Q4	$57K	Buy	+5,750	New	+$56K	0.02%	228
2023 Q3	–	Sell	-5,750	Closed	-$58.5K	–	783
2023 Q2	$58.5K	Sell	5,750 -5,750	-50%	-$60.4K	0.02%	200
2023 Q1	$121K	Hold	11,500	–	–	0.05%	139
2022 Q4	$141K	Buy	+11,500	New	+$117K	0.06%	131

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VisionPoint Advisory Group's NDMO Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2025, closing a stake of 5,750 shares — an estimated $58.1K sold.

VisionPoint Advisory Group first reported a position in NDMO in Q4 2022 and held it in 8 quarters. The position peaked at $141K in Q4 2022. 79 funds tracked by Wall St. Rank hold NDMO as of Q1 2025.

VisionPoint Advisory Group reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 5,750 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2025, an estimated $58.1K.
VisionPoint Advisory Group first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and held it in 8 quarters.
VisionPoint Advisory Group's Nuveen Dynamic Municipal Opportunities Fund position peaked at $141K in Q4 2022.
79 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.