AWA
DTF

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

Aquire 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
-8,955
Closed -$128K – 90
2021
Q4 		$128K Buy
+8,955
New +$128K 0.07% 53

Other funds holding DTF

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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 $1.66B AUM 59.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Aquire Wealth Advisors sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2022, closing a stake of 8,955 shares — an estimated $128K sold.

Aquire Wealth Advisors first reported a position in DTF in Q4 2021 and held it in 1 quarter. The position peaked at $128K in Q4 2021. 30 funds tracked by Wall St. Rank hold DTF as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 8,955 DTF Tax-Free Income 2028 Term Fund shares in Q1 2022, an estimated $128K.
  • Aquire Wealth Advisors first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's DTF Tax-Free Income 2028 Term Fund position peaked at $128K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.