Dynamic Advisor Solutions’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Dynamic Advisor Solutions’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 Q4	–	Sell	-10,274	Closed	-$95.1K	–	982
2025 Q3	$95.1K	Hold	10,274	–	–	﹤0.01%	922
2025 Q2	$93.1K	Buy	+10,274	New	+$93.2K	﹤0.01%	885
2024 Q4	–	Sell	-14,650	Closed	-$136K	–	759
2024 Q3	$136K	Hold	14,650	–	–	﹤0.01%	901
2024 Q2	$132K	Sell	14,650 -2,600	-15%	-$23.2K	﹤0.01%	901
2024 Q1	$155K	Hold	17,250	–	–	0.01%	881
2023 Q4	$155K	Buy	17,250 +1,961	+13%	+$17K	0.01%	853
2023 Q3	$129K	Hold	15,289	–	–	0.01%	800
2023 Q2	$138K	Buy	15,289 +360	+2%	+$3.29K	0.01%	757
2023 Q1	$138K	Sell	14,929 -1,945	-12%	-$18.1K	0.01%	713
2022 Q4	$153K	Sell	16,874 -2,341	-12%	-$21.2K	0.01%	682
2022 Q3	$170K	Buy	19,215 +1,700	+10%	+$15.8K	0.01%	639
2022 Q2	$161K	Buy	+17,515	New	+$163K	0.01%	661

Other funds holding NIM

1CP

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

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

TIM

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

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

HWAM

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

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

BSTWA

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

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 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

Dynamic Advisor Solutions's NIM Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2025, closing a stake of 10,274 shares — an estimated $95.1K sold.

Dynamic Advisor Solutions first reported a position in NIM in Q2 2022 and held it in 12 quarters. The position peaked at $170K in Q3 2022. 53 funds tracked by Wall St. Rank hold NIM as of Q4 2025.

Dynamic Advisor Solutions reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2025 after selling out during the quarter.
Dynamic Advisor Solutions sold 10,274 Nuveen Select Maturities Municipal Fund shares in Q4 2025, an estimated $95.1K.
Dynamic Advisor Solutions first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2022 and held it in 12 quarters.
Dynamic Advisor Solutions's Nuveen Select Maturities Municipal Fund position peaked at $170K in Q3 2022.
53 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.