FGAM
DTF

Financial Gravity Asset Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Financial Gravity Asset Management’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
2026
Q1 		$37K Buy
+3,232
New +$37K 0.01% 347
2025
Q1 		$36.2K Buy
+3,232
New +$36.4K 0.01% 369

Other funds holding DTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AFC
Avise Financial Cooperative Los Angeles, California $121M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Gravity Asset Management's DTF Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2026: 3,232 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in DTF as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in DTF in Q1 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold DTF as of Q1 2026.

  • Financial Gravity Asset Management held 3,232 shares of DTF Tax-Free Income 2028 Term Fund worth $37K as of Q1 2026.
  • DTF Tax-Free Income 2028 Term Fund was a new Financial Gravity Asset Management position in Q1 2026.
  • DTF Tax-Free Income 2028 Term Fund made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #347 holding.
  • Financial Gravity Asset Management first reported a position in DTF Tax-Free Income 2028 Term Fund in Q1 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.