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
PCIA
Prime Capital Investment Advisors’s
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
Stock Holding History
Prime Capital Investment Advisors’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
$307K
Buy
6,780
+1,092
+19%
+$50.1K
﹤0.01%
821
2025
Q4
$260K
Buy
5,688
+158
+3%
+$7.22K
﹤0.01%
873
2025
Q3
$252K
Sell
5,530
-645
-10%
-$28.9K
﹤0.01%
857
2025
Q2
$276K
Sell
6,175
-3,644
-37%
-$162K
﹤0.01%
791
2025
Q1
$443K
Buy
9,819
+2,072
+27%
+$94.5K
0.01%
710
2024
Q4
$353K
Buy
7,747
+405
+6%
+$18.7K
0.01%
666
2024
Q3
$344K
Sell
7,342
-1,587
-18%
-$73.6K
﹤0.01%
687
2024
Q2
$409K
Sell
8,929
-1,787
-17%
-$81.8K
0.01%
631
2024
Q1
$498K
Buy
10,716
+4,036
+60%
+$188K
0.01%
616
2023
Q4
$314K
Buy
+6,680
New
+$300K
﹤0.01%
723
2020
Q1
–
Sell
-2,947
Closed
-$149K
–
625
2019
Q4
$149K
Sell
2,947
-7,586
-72%
-$384K
0.02%
213
2019
Q3
$534K
Sell
10,533
-910
-8%
-$46.2K
0.08%
150
2019
Q2
$574K
Buy
+11,443
New
+$568K
0.1%
139
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