GAMMA Investing’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

GAMMA Investing’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
2026 Q2	$1.22M	Buy	26,664 +7,271	+37%	+$331K	0.05%	342
2026 Q1	$879K	Buy	19,393 +9,220	+91%	+$423K	0.04%	377
2025 Q4	$465K	Buy	10,173 +2,000	+24%	+$91.4K	0.02%	555
2025 Q3	$372K	Buy	8,173 +2,619	+47%	+$117K	0.02%	617
2025 Q2	$248K	Sell	5,554 -3,748	-40%	-$167K	0.02%	775
2025 Q1	$419K	Buy	9,302 +656	+8%	+$29.9K	0.03%	484
2024 Q4	$394K	Buy	8,646 +2,852	+49%	+$132K	0.03%	445
2024 Q3	$271K	Buy	5,794 +996	+21%	+$46.2K	0.03%	498
2024 Q2	$220K	Buy	4,798 +1,785	+59%	+$81.7K	0.03%	472
2024 Q1	$140K	Buy	3,013 +115	+4%	+$5.37K	0.03%	518
2023 Q4	$136K	Buy	+2,898	New	+$130K	0.04%	426

Other funds holding TFI

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return