GWSG
DTF

GPS Wealth Strategies Group’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

GPS Wealth Strategies Group’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
2023
Q4 		– Sell
-332
Closed -$3.54K – 1262
2023
Q3 		$3.54K Hold
332
– – ﹤0.01% 1036
2023
Q2 		$3.58K Hold
332
– – ﹤0.01% 1039
2023
Q1 		$3.68K Buy
+332
New +$3.67K ﹤0.01% 1029
2022
Q4 		– Sell
-332
Closed -$4K – 378
2022
Q3 		$4K Hold
332
– – ﹤0.01% 923
2022
Q2 		$4K Hold
332
– – ﹤0.01% 915
2022
Q1 		$4K Buy
+332
New +$4.48K ﹤0.01% 879

Other funds holding DTF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GPS Wealth Strategies Group's DTF Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q4 2023, closing a stake of 332 shares — an estimated $3.54K sold.

GPS Wealth Strategies Group first reported a position in DTF in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 26 funds tracked by Wall St. Rank hold DTF as of Q4 2023.

  • GPS Wealth Strategies Group reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q4 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 332 DTF Tax-Free Income 2028 Term Fund shares in Q4 2023, an estimated $3.54K.
  • GPS Wealth Strategies Group first reported a position in DTF Tax-Free Income 2028 Term Fund in Q1 2022 and held it in 6 quarters.
  • GPS Wealth Strategies Group's DTF Tax-Free Income 2028 Term Fund position peaked at $4K in Q3 2022.
  • 26 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.