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

Wealthcare Advisory Partners’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	$112K	Buy	10,800 +800	+8%	+$8.26K	﹤0.01%	1059
2026 Q1	$103K	Hold	10,000	–	–	﹤0.01%	1052
2025 Q4	$101K	Hold	10,000	–	–	﹤0.01%	1046
2025 Q3	$104K	Hold	10,000	–	–	﹤0.01%	996
2025 Q2	$101K	Buy	+10,000	New	+$99.5K	﹤0.01%	952

Other funds holding NDMO

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Wealthcare Advisory Partners's NDMO Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 8% in Q2 2026, buying an estimated $8.26K and bringing the position to 10,800 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Wealthcare Advisory Partners first reported a position in NDMO in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Wealthcare Advisory Partners held 10,800 shares of Nuveen Dynamic Municipal Opportunities Fund worth $112K as of Q2 2026.
Wealthcare Advisory Partners bought 800 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $8.26K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1059 holding.
Wealthcare Advisory Partners first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.