Wealthspire Advisors (Maryland)’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q3	–	Hold	0	–	–	–	1568
2017 Q2	–	Hold	0	–	–	–	1521
2017 Q1	–	Hold	0	–	–	–	1336
2016 Q4	–	Hold	0	–	–	–	1216
2016 Q3	–	Hold	0	–	–	–	1228
2016 Q2	–	Hold	0	–	–	–	1157

Other funds holding DTF

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bank of America

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return