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Wealthspire Advisors (New York)’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Wealthspire Advisors (New York)’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
Q3 		– Sell
-14,000
Closed -$141K – 3068
2025
Q2 		$141K Sell
14,000
-2,100
-13% -$20.9K ﹤0.01% 810
2025
Q1 		$165K Buy
+16,100
New +$167K ﹤0.01% 753

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Bank of America
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VanEck Associates
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TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
HighTower Advisors
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Royal Bank of Canada
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Wealthspire Advisors (New York)'s NDMO Position: Q3 2025 in Review

Wealthspire Advisors (New York) sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q3 2025, closing a stake of 14,000 shares — an estimated $141K sold.

Wealthspire Advisors (New York) first reported a position in NDMO in Q1 2025 and held it in 2 quarters. The position peaked at $165K in Q1 2025. 72 funds tracked by Wall St. Rank hold NDMO as of Q3 2025.

  • Wealthspire Advisors (New York) reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 14,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2025, an estimated $141K.
  • Wealthspire Advisors (New York) first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Nuveen Dynamic Municipal Opportunities Fund position peaked at $165K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.