Hennion & Walsh Asset Management’s TFS Financial TFSL Stock Holding History

Hennion & Walsh Asset Management’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	$301K	Buy	17,006 +1,671	+11%	+$26.1K	0.01%	848
2026 Q1	$215K	Buy	+15,335	New	+$217K	0.01%	889
2023 Q4	–	Sell	-20,587	Closed	-$243K	–	871
2023 Q3	$243K	Sell	20,587 -13,065	-39%	-$175K	0.02%	700
2023 Q2	$423K	Sell	33,652 -16,343	-33%	-$198K	0.03%	563
2023 Q1	$631K	Sell	49,995 -8,266	-14%	-$115K	0.04%	454
2022 Q4	$840K	Sell	58,261 -7,115	-11%	-$97.2K	0.05%	375
2022 Q3	$850K	Buy	65,376 +14,565	+29%	+$206K	0.06%	365
2022 Q2	$698K	Buy	50,811 +10,885	+27%	+$160K	0.04%	410
2022 Q1	$663K	Buy	39,926 +4,306	+12%	+$74.1K	0.04%	447
2021 Q4	$637K	Buy	35,620 +992	+3%	+$18.9K	0.03%	479
2021 Q3	$660K	Buy	34,628 +347	+1%	+$6.77K	0.03%	448
2021 Q2	$696K	Buy	34,281 +63	+0.2%	+$1.31K	0.04%	445
2021 Q1	$697K	Buy	+34,218	New	+$667K	0.04%	434

Other funds holding TFSL

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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