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DTF

DTF Tax-Free Income 2028 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.5M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$5.49M +$5.27M +463,604 +2,687%
AC
3
Almitas Capital
California
$4.01M
BHPW
4
Beverly Hills Private Wealth
California
$3.82M +$299K +26,327 +9%
HC
5
Hara Capital
Washington
$3.29M +$147K +12,898 +5%
SMA
6
Seven Mile Advisory
New Jersey
$1.44M
1CP
7
1607 Capital Partners
Virginia
$1.09M -$227K -20,000 -17%
Morgan Stanley
8
Morgan Stanley
New York
$922K +$17.1K +1,501 +2%
COLIM
9
City of London Investment Management
United Kingdom
$811K
RCM
10
Rivernorth Capital Management
Florida
$713K -$496K -43,655 -41%
AFC
11
Avise Financial Cooperative
California
$537K +$534K +47,027 New
KIM
12
Karpus Investment Management
New York
$240K +$108K +9,496 +82%
BW
13
Basepoint Wealth
Iowa
$224K +$1.9K +167 +0.9%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$223K +$9.15K +805 +4%
CCA
15
Corps Capital Advisors
Texas
$217K
SA
16
Sanctuary Advisors
Indiana
$210K
LPL Financial
17
LPL Financial
California
$204K +$203K +17,831 New
Corient Private Wealth
18
Corient Private Wealth
Florida
$200K -$205 -18 -0.1%
Nuveen
19
Nuveen
North Carolina
$184K
ACA
20
Aptus Capital Advisors
Alabama
$166K
SAI
21
Savvy Advisors Inc
New York
$166K +$165K +14,545 New
CEFA
22
Closed-End Fund Advisors
Virginia
$165K +$164K +14,433 New
MWM
23
Melfa Wealth Management
Massachusetts
$125K -$38.6K -3,400 -24%
GAMC
24
Garner Asset Management Corp
Texas
$70.3K +$69.9K +6,154 New
CB
25
Centennial Bank
Arkansas
$17.1K