STEPHENS INC /AR/ NDMO NUVEEN DYNAMIC MUN OPPORTUNI

Ownership history in STEPHENS INC /AR/  ·  11 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported NUVEEN DYNAMIC MUN OPPORTUNI (NDMO) in 11 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows NDMO at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NDMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in NUVEEN DYNAMIC MUN OPPORTUNI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NDMO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEPHENS INC /AR/ held NDMO — position size vs. price
% of Fund (quarterly)    NDMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 375,160 +365,160 +3651.6% 0.05% $3.9M 2026-04-28 $10.33
2025 Q4 REDUCED 35.7% +2.7% 10,000 -5,554 -35.7% 0.00% $101K 2026-02-05 $10.32
2025 Q3 UNCHANGED 15,554 0% 0.00% $162K 2025-10-27 $10.46
2025 Q2 UNCHANGED 15,554 0% 0.00% $157K 2025-07-29 $9.61
2025 Q1 UNCHANGED 15,554 0% 0.00% $160K 2025-05-01 $9.60
2024 Q4 REDUCED 73.2% +4.3% 15,554 -42,576 -73.2% 0.00% $156K 2025-01-28 $9.81
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STEPHENS INC /AR/ and NDMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPHENS INC /AR/ reported owning NDMO?

STEPHENS INC /AR/ reported NDMO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NDMO position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for NDMO was 0.05% in 2026 Q1.

What is the latest reported NDMO position on this page?

The most recent filing on this page is 2026 Q1, when STEPHENS INC /AR/ reported 375,160 shares, equal to 0.05% of portfolio, with an estimated market value of $3.9M.

What does the chart on this NDMO ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly NDMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STEPHENS INC /AR/ time their NDMO position?

Based on 13F filing dates vs. subsequent NDMO price moves, STEPHENS INC /AR/ correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on NDMO relative to SPY over the holding period was -10.6%.

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