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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

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $127k 8.1k 15.68
2024-09-30 $130k 7.8k 16.54
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)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Value Advantage Money Investor Shares Schwab Non Sweep Mmf (SWVXX)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Intrm Gov Cr Etf (GVI)
Select Sector Spdr Tr Communication (XLC)
Amneal Pharmaceuticals Com Stk Cl A (AMRX)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Short Treas Bd (SHV)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Indl (XLI)
Apple (AAPL)

View all positions for Tucker Asset Management