U.S. Capital Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

U.S. Capital Wealth 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
2023 Q3	–	Sell	-7,480	Closed	-$345K	–	681
2023 Q2	$345K	Buy	+7,480	New	+$346K	0.02%	505
2023 Q1	–	Sell	-173	Closed	-$7.89K	–	1437
2022 Q4	$7.89K	Buy	+173	New	+$7.77K	﹤0.01%	1303

Other funds holding TFI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's TFI Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 7,480 shares — an estimated $345K sold.

U.S. Capital Wealth Advisors first reported a position in TFI in Q4 2022 and held it in 2 quarters. The position peaked at $345K in Q2 2023. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 7,480 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $345K.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
U.S. Capital Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $345K in Q2 2023.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.