J.W. Cole Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$0 Hold
2025
Q3
$150K Sell
2025
Q2
$165K Buy
2025
Q1
Sell
2024
Q4
$166K Buy
2024
Q3
$138K Buy