Latitude Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Latitude Advisors’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
2026 Q3	$156K	Buy	+13,879	New	+$159K	0.05%	302

Other funds holding DTF

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

Corps Capital Advisors Southlake, Texas $129M AUM 58.92% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

Centennial Bank Conway, Arkansas $330M AUM 15.81% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Latitude Advisors's DTF Position: Q3 2026 in Review

Latitude Advisors opened a new position in DTF Tax-Free Income 2028 Term Fund (DTF) in Q3 2026: 13,879 shares worth $156K. The stake represents 0.05% of the portfolio and ranks #302 among its holdings.

11 funds tracked by Wall St. Rank hold DTF as of Q3 2026.

Latitude Advisors held 13,879 shares of DTF Tax-Free Income 2028 Term Fund worth $156K as of Q3 2026.
DTF Tax-Free Income 2028 Term Fund was a new Latitude Advisors position in Q3 2026.
DTF Tax-Free Income 2028 Term Fund made up 0.05% of Latitude Advisors's portfolio in Q3 2026, its #302 holding.
11 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.