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Sax Wealth Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Sax Wealth 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
2026
Q2 		$144K Sell
15,202
-3,038
-17% -$28.3K 0.01% 531
2026
Q1 		$170K Hold
18,240
– – 0.01% 476
2025
Q4 		$170K Buy
+18,240
New +$170K 0.01% 482

Other funds holding NIM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Sax Wealth Advisors's NIM Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Nuveen Select Maturities Municipal Fund (NIM) stake by 17% in Q2 2026, selling an estimated $28.3K and leaving 15,202 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #531.

Sax Wealth Advisors first reported a position in NIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $170K in Q1 2026. 7 funds tracked by Wall St. Rank hold NIM as of Q2 2026.

  • Sax Wealth Advisors held 15,202 shares of Nuveen Select Maturities Municipal Fund worth $144K as of Q2 2026.
  • Sax Wealth Advisors sold 3,038 Nuveen Select Maturities Municipal Fund shares in Q2 2026, an estimated $28.3K.
  • Nuveen Select Maturities Municipal Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #531 holding.
  • Sax Wealth Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2025 and has held it in 3 quarters since.
  • Sax Wealth Advisors's Nuveen Select Maturities Municipal Fund position peaked at $170K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.