Wakefield Asset Management LLLP

Wakefield Asset Management, LLLP is a legally recognized entity operating in Colorado with a team of 8 professionals, 3 of whom work in advisory roles. The firm serves a total of 10 clients and has been granted approval by the U.S Securities and Exchange Commission, with a registration date of July 23, 2007.

• GEOFFREY TODD GERVASINI

  MANAGING PARTNER, CHIEF INVESTMENT OFFICER owns 75% or more

• JENNIFER C. YAEGER

  FINANCE OFFICER, CHIEF COMPLIANCE OFFICER owns less than 5%

• WAKEFIELD ASSET MANAGEMENT CORPORATION

  GENERAL PARTNER owns less than 5%

• GEOFFREY TODD GERVASINI

  SHAREHOLDER owns 75% or more

• Parsonex Advisory Services Inc
• Copper River Advisors LLC
• A & I Financial Services LLC
• Custom Portfolio Group LLC
• Wealth Watch Advisors LLC
• Wakefield Wealth Management LLLP
• Cherry Creek Investment Advisors Inc
• Jenkins Wealth
• Stark Richard Joseph

• Wakefield Asset Management's Q4 2022 13F Filing: Top Changes in Holdings Analysis

• VANGUARD SCOTTSDALE FDS $12,117k
• INVESCO EXCHNG TRADED FD TR $12,022k
• SCHWAB STRATEGIC TR $7,353k
• PIMCO ETF TR $6,260k
• ISHARES $5,743k
• ISHARES $4,801k
• JP MORGAN EXCHANGE TRADED FD $4,789k
• Schwab Aggregate Bond ETF (SCH $4,388k
• SCHWAB STRATEGIC TR $4,193k
• ARCONIC INC $3,892k