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DTF Tax-Free Income 2028 Term Fund
DTF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sit Investment Associates
1
Sit Investment Associates
Minnesota
USD 12.9 M +USD 2.21 M +193,247 +21%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 4.91 M -USD 283 k -24,749 -5%
AC
3
Almitas Capital
California
USD 4.1 M – – –
BHPW
4
Beverly Hills Private Wealth
California
USD 3.88 M -USD 4.82 k -421 -0.1%
HC
5
Hara Capital
Washington
USD 3.55 M +USD 42.3 k +3,700 +1%
Morgan Stanley
6
Morgan Stanley
New York
USD 921 k -USD 34.3 k -3,000 -4%
City of London Investment Management
7
City of London Investment Management
United Kingdom
USD 820 k – – –
TJHA
8
Thomas J. Herzfeld Advisors
Florida
USD 754 k +USD 591 k +51,604 +378%
1607 Capital Partners
9
1607 Capital Partners
Virginia
USD 740 k -USD 475 k -41,518 -39%
LPL Financial
10
LPL Financial
California
USD 715 k +USD 282 k +24,612 +66%
AFC
11
Avise Financial Cooperative
California
USD 542 k -USD 1.08 k -94 -0.2%
4WM
12
49 Wealth Management
Texas
USD 258 k +USD 255 k +22,315 Nuevas
A
13
Alongside
Texas
USD 258 k +USD 255 k +22,315 Nuevas
BW
14
Basepoint Wealth
Iowa
USD 225 k -USD 3.82 k -334 -2%
Karpus Investment Management
15
Karpus Investment Management
New York
USD 222 k – – –
CCA
16
Corps Capital Advisors
Texas
USD 219 k – – –
Corient Private Wealth
17
Corient Private Wealth
Florida
USD 202 k -USD 263 -23 -0.1%
Nuveen
18
Nuveen
North Carolina
USD 186 k – – –
CEFA
19
Closed-End Fund Advisors
Virginia
USD 185 k +USD 17.7 k +1,543 +11%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
USD 176 k -USD 140 k -12,260 -45%
Savvy Advisors Inc
21
Savvy Advisors Inc
New York
USD 168 k – – –
Citadel Advisors
22
Citadel Advisors
Florida
USD 155 k +USD 153 k +13,404 Nuevas
MWM
23
Melfa Wealth Management
Massachusetts
USD 126 k – – –
Sanctuary Advisors
24
Sanctuary Advisors
Indiana
USD 116 k -USD 95 k -8,300 -45%
Financial Gravity Companies
25
Financial Gravity Companies
Texas
USD 37.3 k +USD 37 k +3,232 Nuevas
1
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