SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in NIM — Nuveen Select Maturities Municipal Fund
CIK 1794153
MINNEAPOLIS, MN
Position in NIM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$469,907
+$9,995 QoQ
Shares Held
49,884
+2.5% QoQ
Ownership
0.401%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#17
of 45 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $41,823,604 across 14 Asset Management names. NIM ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
845,580 | $25,511,148 | |
| 2 | NIE |
Virtus Equity & Convertible Income Fund
|
226,836 | $6,092,814 | |
| 3 | IGR |
Cbre Global Real Estate Income Fund
|
366,558 | $1,689,832 | |
| 4 | DSL |
DoubleLine Income Solutions Fund
|
140,513 | $1,554,073 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
81,940 | $1,546,207 | |
| 6 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
81,838 | $1,203,836 | |
| 7 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
101,501 | $1,115,495 | |
| 8 | DLY |
DoubleLine Yield Opportunities Fund
|
77,737 | $1,093,759 |
All Filings in NIM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,907 | 49,884 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $459,912 | 48,668 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $409,146 | 43,947 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $369,909 | 39,947 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $361,901 | 39,945 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $359,043 | 38,524 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $304,240 | 34,930 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $313,914 | 33,900 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $306,456 | 33,900 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $285,768 | 32,400 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $274,428 | 32,400 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $264,600 | 29,400 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $271,362 | 29,400 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $266,364 | 29,400 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $231,246 | 26,100 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $239,598 | 26,100 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $250,038 | 26,100 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $279,270 | 26,100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $283,446 | 26,100 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $286,317 | 26,100 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $278,748 | 26,100 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $278,748 | 26,100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $273,789 | 26,100 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $267,003 | 26,100 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $174,394 | 17,850 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||