FGAM
VFL

Financial Gravity Asset Management’s abrdn National Municipal Income Fund VFL Stock Holding History

Financial Gravity Asset Management’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.7K Hold
8,103
– – 0.01% 245
2025
Q4 		$83.2K Buy
8,103
+3,353
+71% +$34.2K 0.02% 202
2025
Q3 		$48.7K Buy
+4,750
New +$46.4K 0.01% 303
2025
Q1 		$48.2K Buy
+4,750
New +$49.5K 0.01% 312

Other funds holding VFL

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

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

Financial Gravity Asset Management held its abrdn National Municipal Income Fund (VFL) position steady in Q1 2026 at 8,103 shares worth $80.7K. The position accounts for 0.01% of the portfolio, ranked #245.

Financial Gravity Asset Management first reported a position in VFL in Q1 2025 and has held it in 4 quarters since. The position peaked at $83.2K in Q4 2025. 54 funds tracked by Wall St. Rank hold VFL as of Q1 2026.

  • Financial Gravity Asset Management held 8,103 shares of abrdn National Municipal Income Fund worth $80.7K as of Q1 2026.
  • Financial Gravity Asset Management left its abrdn National Municipal Income Fund share count unchanged in Q1 2026.
  • abrdn National Municipal Income Fund made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #245 holding.
  • Financial Gravity Asset Management first reported a position in abrdn National Municipal Income Fund in Q1 2025 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's abrdn National Municipal Income Fund position peaked at $83.2K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q1 2026.

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