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Worth Asset Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Worth Asset Management’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 		$140K Buy
+13,460
New +$139K 0.04% 208
2023
Q2 		– Sell
-1,110
Closed -$11.7K – 504
2023
Q1 		$11.7K Hold
1,110
– – 0.01% 308
2022
Q4 		$11K Hold
1,110
– – 0.01% 294
2022
Q3 		$11K Buy
+1,110
New +$12.8K 0.01% 267

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $104B AUM 28.3% 1-Year Est. Return

Worth Asset Management's NDMO Position: Q2 2026 in Review

Worth Asset Management opened a new position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2026: 13,460 shares worth $140K. The stake represents 0.04% of the portfolio and ranks #208 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in NDMO as recently as Q1 2023.

Worth Asset Management first reported a position in NDMO in Q3 2022 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • Worth Asset Management held 13,460 shares of Nuveen Dynamic Municipal Opportunities Fund worth $140K as of Q2 2026.
  • Nuveen Dynamic Municipal Opportunities Fund was a new Worth Asset Management position in Q2 2026.
  • Nuveen Dynamic Municipal Opportunities Fund made up 0.04% of Worth Asset Management's portfolio in Q2 2026, its #208 holding.
  • Worth Asset Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2022 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.