GAMMA Investing’s TFS Financial TFSL Stock Holding History

GAMMA Investing’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88K	Buy	4,964 +337	+7%	+$5.26K	﹤0.01%	1904
2026 Q1	$65K	Buy	4,627 +3,660	+378%	+$51.8K	﹤0.01%	1996
2025 Q4	$12.9K	Buy	967 +410	+74%	+$5.62K	﹤0.01%	2855
2025 Q3	$7.34K	Buy	557 +43	+8%	+$568	﹤0.01%	3023
2025 Q2	$6.66K	Sell	514 -44	-8%	-$567	﹤0.01%	3003
2025 Q1	$6.91K	Sell	558 -110	-16%	-$1.41K	﹤0.01%	2929
2024 Q4	$8.39K	Buy	668 +356	+114%	+$4.74K	﹤0.01%	2703
2024 Q3	$4.01K	Sell	312 -64	-17%	-$843	﹤0.01%	2831
2024 Q2	$4.75K	Buy	376 +126	+50%	+$1.58K	﹤0.01%	2599
2024 Q1	$3.14K	Sell	250 -966	-79%	-$12.8K	﹤0.01%	2586
2023 Q4	$16.2K	Buy	+1,216	New	+$15.7K	﹤0.01%	1630

Other funds holding TFSL

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

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