CAPTRUST Financial Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NIM Stock Details NIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,758	Closed	-$110K	–	2570
2025 Q1	$110K	Hold	11,758	–	–	﹤0.01%	2227
2024 Q4	$102K	Hold	11,758	–	–	﹤0.01%	2203
2024 Q3	$109K	Sell	11,758 -12	-0.1%	-$110	﹤0.01%	2198
2024 Q2	$106K	Hold	11,770	–	–	﹤0.01%	2111
2024 Q1	$106K	Hold	11,770	–	–	﹤0.01%	2052
2023 Q4	$104K	Buy	+11,770	New	+$102K	﹤0.01%	2523

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

CAPTRUST Financial Advisors's NIM Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q2 2025, closing a stake of 11,758 shares — an estimated $110K sold.

CAPTRUST Financial Advisors first reported a position in NIM in Q4 2023 and held it in 6 quarters. The position peaked at $110K in Q1 2025. 49 funds tracked by Wall St. Rank hold NIM as of Q2 2025.

CAPTRUST Financial Advisors reported no remaining Nuveen Select Maturities Municipal Fund position as of Q2 2025 after selling out during the quarter.
CAPTRUST Financial Advisors sold 11,758 Nuveen Select Maturities Municipal Fund shares in Q2 2025, an estimated $110K.
CAPTRUST Financial Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2023 and held it in 6 quarters.
CAPTRUST Financial Advisors's Nuveen Select Maturities Municipal Fund position peaked at $110K in Q1 2025.
49 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.