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

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

MAG

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

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. 9 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.
9 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.