AWA
DTF

Amplius Wealth Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-1,855
Closed -$26K – 364
2021
Q4 		$26K Buy
+1,855
New +$26.6K ﹤0.01% 426

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Amplius Wealth Advisors's DTF Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2022, closing a stake of 1,855 shares — an estimated $26K sold.

Amplius Wealth Advisors first reported a position in DTF in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 30 funds tracked by Wall St. Rank hold DTF as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,855 DTF Tax-Free Income 2028 Term Fund shares in Q1 2022, an estimated $26K.
  • Amplius Wealth Advisors first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's DTF Tax-Free Income 2028 Term Fund position peaked at $26K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.