SWM
VFL

Spire Wealth Management’s abrdn National Municipal Income Fund VFL Stock Holding History

Spire Wealth Management’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-959
Closed -$11K – 2607
2022
Q2 		$11K Sell
959
-959
-50% -$11.3K ﹤0.01% 1899
2022
Q1 		$24K Hold
1,918
– – ﹤0.01% 1745
2021
Q4 		$27K Hold
1,918
– – ﹤0.01% 2012
2021
Q3 		$27K Hold
1,918
– – ﹤0.01% 1733
2021
Q2 		$27K Hold
1,918
– – ﹤0.01% 1756
2021
Q1 		$25K Buy
+1,918
New +$25.3K ﹤0.01% 2069

Other funds holding VFL

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

Spire Wealth Management's VFL Position: Q3 2022 in Review

Spire Wealth Management sold out of abrdn National Municipal Income Fund (VFL) in Q3 2022, closing a stake of 959 shares — an estimated $11K sold.

Spire Wealth Management first reported a position in VFL in Q1 2021 and held it in 6 quarters. The position peaked at $27K in Q4 2021. 55 funds tracked by Wall St. Rank hold VFL as of Q3 2022.

  • Spire Wealth Management reported no remaining abrdn National Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 959 abrdn National Municipal Income Fund shares in Q3 2022, an estimated $11K.
  • Spire Wealth Management first reported a position in abrdn National Municipal Income Fund in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's abrdn National Municipal Income Fund position peaked at $27K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.