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Equibles

Prestige Wealth Management Group LLC

Position in DTF — Dtf Tax-Free Income 2028 Term Fund Inc

CIK 1772715 FLEMINGTON, NJ
Back to DTF Full portfolio

Position in DTF

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,620
+$40 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 31 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in DTF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $974,833 across 30 Asset Management names. DTF ranks #16 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 613 $589,435
2 MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.
 11,267 $138,696
3 BN
BROOKFIELD Corp /ON/
 1,297 $55,239
4 MAIN
Main Street Capital CORP
 650 $33,722
5 NVG
Nuveen AMT-Free Municipal Credit Income Fund
 1,540 $19,712
6 VKQ
Invesco Municipal Trust
 1,843 $18,503
7 SAMG
Silvercrest Asset Management Group Inc.
 1,800 $18,198
8 RJF
Raymond James Financial Inc
 111 $16,875

All Filings in DTF

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,620 400
2026-03-31 $4,580 400
2025-12-31 $4,568 400
2025-09-30 $4,572 400
2025-06-30 $4,476 400
2025-03-31 $4,484 400
2024-12-31 $4,488 400
2024-09-30 $4,508 400
2024-06-30 $4,384 400
2024-03-31 $4,300 400
2023-12-31 $4,300 400
2023-09-30 $4,268 400
2023-06-30 $4,308 400
2023-03-31 $4,432 400
2022-12-31 $4,364 400
2022-09-30 $4,440 400
2022-06-30 $4,736 400
2022-03-31 $5,196 400
2021-12-31 $5,716 400
2021-09-30 $5,780 400
2021-06-30 $6,000 400
2021-03-31 $5,740 400
2020-12-31 $5,960 400
2020-09-30 $5,776 400
2020-06-30 $5,688 400
2020-03-31 $5,580 400