APA
DTF

American Portfolios Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

American Portfolios Advisors’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$7.77K Hold
700
– – ﹤0.01% 2632
2022
Q2 		$8.29K Sell
700
-700
-50% -$8.55K ﹤0.01% 2641
2022
Q1 		$18.2K Buy
+1,400
New +$18.9K ﹤0.01% 2418

Other funds holding DTF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

American Portfolios Advisors's DTF Position: Q3 2022 in Review

American Portfolios Advisors held its DTF Tax-Free Income 2028 Term Fund (DTF) position steady in Q3 2022 at 700 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

American Portfolios Advisors first reported a position in DTF in Q1 2022 and has held it in 3 quarters since. The position peaked at $18.2K in Q1 2022. 26 funds tracked by Wall St. Rank hold DTF as of Q3 2022.

  • American Portfolios Advisors held 700 shares of DTF Tax-Free Income 2028 Term Fund worth $7.77K as of Q3 2022.
  • American Portfolios Advisors left its DTF Tax-Free Income 2028 Term Fund share count unchanged in Q3 2022.
  • DTF Tax-Free Income 2028 Term Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2632 holding.
  • American Portfolios Advisors first reported a position in DTF Tax-Free Income 2028 Term Fund in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's DTF Tax-Free Income 2028 Term Fund position peaked at $18.2K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.