Tucker Asset Management »

American Funds Tax-advantaged Income Portfolio shares owned by Tucker Asset Management

Quarter-by-quarter ownership of American Funds Tax-advantaged Income Portfolio (TAIAX) shares owned by Tucker Asset Management from 13F filings

Historical chart of Tucker Asset Management investment in American Funds Tax-advantaged Income Portfolio

Tip: Access up to 7 years of quarterly data

All positions including American Funds Tax-advantaged Income Portfolio held by Tucker Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Funds Tax-advantaged Income Portfolio by Tucker Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $125k 7.9k 15.71
2024-03-31 $123k 7.9k 15.60

More positions owned by Tucker Asset Management

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

View all positions for Tucker Asset Management

Top funds holding American Funds Tax-advantaged Income Portfolio

Tucker Asset Management

View all funds holding American Funds Tax-advantaged Income Portfolio