Sax Wealth Advisors
NIM icon

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
Q3 		$121K Sell
13,917
-1,285
-8% -$11.8K ﹤0.01% 725
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

Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Blake Schutter Theil Wealth Advisors
Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
C
Croban Fremont, Ohio $224M AUM 9.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Sax Wealth Advisors's NIM Position: Q3 2026 in Review

Sax Wealth Advisors reduced its Nuveen Select Maturities Municipal Fund (NIM) stake by 8.5% in Q3 2026, selling an estimated $11.8K and leaving 13,917 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Sax Wealth Advisors first reported a position in NIM in Q4 2025 and has held it in 4 quarters since. The position peaked at $170K in Q1 2026. 39 funds tracked by Wall St. Rank hold NIM as of Q3 2026.

  • Sax Wealth Advisors held 13,917 shares of Nuveen Select Maturities Municipal Fund worth $121K as of Q3 2026.
  • Sax Wealth Advisors sold 1,285 Nuveen Select Maturities Municipal Fund shares in Q3 2026, an estimated $11.8K.
  • Nuveen Select Maturities Municipal Fund made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #725 holding.
  • Sax Wealth Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2025 and has held it in 4 quarters since.
  • Sax Wealth Advisors's Nuveen Select Maturities Municipal Fund position peaked at $170K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.