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

Focus Partners 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 Q1	–	Sell	-10,000	Closed	-$87.1K	–	1011
2024 Q4	$87.1K	Hold	10,000	–	–	﹤0.01%	757
2024 Q3	$92.6K	Buy	+10,000	New	+$91.9K	﹤0.01%	738
2024 Q1	–	Sell	-10,958	Closed	-$96.7K	–	623
2023 Q4	$96.7K	Sell	10,958 -6,623	-38%	-$57.3K	﹤0.01%	406
2023 Q3	$149K	Buy	+17,581	New	+$156K	0.01%	427

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Focus Partners Advisor Solutions's NIM Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q1 2025, closing a stake of 10,000 shares — an estimated $87.1K sold.

Focus Partners Advisor Solutions first reported a position in NIM in Q3 2023 and held it in 4 quarters. The position peaked at $149K in Q3 2023. 50 funds tracked by Wall St. Rank hold NIM as of Q1 2025.

Focus Partners Advisor Solutions reported no remaining Nuveen Select Maturities Municipal Fund position as of Q1 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 10,000 Nuveen Select Maturities Municipal Fund shares in Q1 2025, an estimated $87.1K.
Focus Partners Advisor Solutions first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2023 and held it in 4 quarters.
Focus Partners Advisor Solutions's Nuveen Select Maturities Municipal Fund position peaked at $149K in Q3 2023.
50 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.