Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PWMG
Prestige Wealth Management Group’s
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
Stock Holding History
Prestige Wealth Management Group’s Portfolio
TFI Stock Details
TFI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.81K
Hold
40
–
–
﹤0.01%
760
2025
Q4
$1.83K
Hold
40
–
–
﹤0.01%
781
2025
Q3
$1.82K
Hold
40
–
–
﹤0.01%
762
2025
Q2
$1.79K
Hold
40
–
–
﹤0.01%
761
2025
Q1
$1.8K
Hold
40
–
–
﹤0.01%
762
2024
Q4
$1.82K
Hold
40
–
–
﹤0.01%
797
2024
Q3
$1.87K
Hold
40
–
–
﹤0.01%
784
2024
Q2
$1.83K
Hold
40
–
–
﹤0.01%
738
2024
Q1
$1.86K
Sell
40
-3
-7%
-$140
﹤0.01%
763
2023
Q4
$2.02K
Hold
43
–
–
﹤0.01%
740
2023
Q3
$1.88K
Hold
43
–
–
﹤0.01%
754
2023
Q2
$1.99K
Hold
43
–
–
﹤0.01%
761
2023
Q1
$2.01K
Hold
43
–
–
﹤0.01%
743
2022
Q4
$1.96K
Hold
43
–
–
﹤0.01%
836
2022
Q3
$2K
Hold
43
–
–
﹤0.01%
780
2022
Q2
$2K
Hold
43
–
–
﹤0.01%
792
2022
Q1
$2K
Hold
43
–
–
﹤0.01%
813
2021
Q4
$2K
Hold
43
–
–
﹤0.01%
834
2021
Q3
$2K
Hold
43
–
–
﹤0.01%
829
2021
Q2
$2K
Hold
43
–
–
﹤0.01%
828
2021
Q1
$2K
Hold
43
–
–
﹤0.01%
824
2020
Q4
$2K
Hold
43
–
–
﹤0.01%
790
2020
Q3
$2K
Buy
+43
New
+$2.24K
﹤0.01%
712
Other funds holding TFI
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
IWM
IHT Wealth Management
Chicago, Illinois
$4.25B AUM
21.02%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close