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Russell Inv Tax-managed shares owned by Tucker Asset Management

Quarter-by-quarter ownership of Russell Inv Tax-managed (RTSSX) shares owned by Tucker Asset Management from 13F filings

Historical chart of Tucker Asset Management investment in Russell Inv Tax-managed

Tip: Access up to 7 years of quarterly data

All positions including Russell Inv Tax-managed held by Tucker Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Russell Inv Tax-managed by Tucker Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.6k 167 39.44
2024-03-31 $6.9k 167 41.55
2023-12-31 $6.5k 167 38.84

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Short Treas Bd (SHV)
Select Sector Spdr Tr Technology (XLK)
Schwab Value Advantage M Schwab Non-sweep Mmf (SWVXX)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Intrm Gov Cr Etf (GVI)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Financial (XLF)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amneal Pharmaceuticals Com Stk Cl A (AMRX)
Us Treasu Nt 2.12511/24 Treasury

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Top funds holding Russell Inv Tax-managed

Tucker Asset Management

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