Cooper Financial Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Cooper Financial Group’s Portfolio TFI Stock Details TFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,366	Closed	-$296K	–	393
2024 Q1	$296K	Buy	6,366 +215	+3%	+$10K	0.05%	285
2023 Q4	$289K	Hold	6,151	–	–	0.05%	275
2023 Q3	$269K	Hold	6,151	–	–	0.06%	265
2023 Q2	$284K	Sell	6,151 -301	-5%	-$13.9K	0.07%	256
2023 Q1	$302K	Sell	6,452 -421	-6%	-$19.5K	0.08%	245
2022 Q4	$314K	Sell	6,873 -248	-3%	-$11.1K	0.1%	215
2022 Q3	$313K	Hold	7,121	–	–	0.11%	178
2022 Q2	$327K	Hold	7,121	–	–	0.12%	173
2022 Q1	$341K	Buy	+7,121	New	+$355K	0.13%	154

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cooper Financial Group's TFI Position: Q2 2024 in Review

Cooper Financial Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2024, closing a stake of 6,366 shares — an estimated $296K sold.

Cooper Financial Group first reported a position in TFI in Q1 2022 and held it in 9 quarters. The position peaked at $341K in Q1 2022. 297 funds tracked by Wall St. Rank hold TFI as of Q2 2024.

Cooper Financial Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Cooper Financial Group sold 6,366 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2024, an estimated $296K.
Cooper Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and held it in 9 quarters.
Cooper Financial Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $341K in Q1 2022.
297 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2024.

Based on Cooper Financial Group's 13F filing for Q2 2024, filed 15 Jul 2024.