Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Tax Free Trust Of Arizona, Tax-free Trust Of Arizona
SEC CIK
IRS number
136864349
Latest filings (excl ownership)
425
Business combination disclosure
15 May 24
425
Business combination disclosure
15 May 24
425
Business combination disclosure
15 May 24
425
Business combination disclosure
13 May 24
425
Business combination disclosure
9 May 24
425
Business combination disclosure
9 May 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Dec 23
N-PX
Annual report of proxy voting record
24 Jul 23
N-CEN
Annual report (registered investment company)
7 Jun 23
N-CSR
Certified annual shareholder report (management investment company)
5 Jun 23
Latest ownership filings
NPORT-P
Aquila Tax-Free Trust of Oregon (Dec 2023 report)
22 Feb 24
NPORT-P
Aquila Churchill Tax-Free Fund of Kentucky (Dec 2023 report)
22 Feb 24
NPORT-P
Aquila Tax-Free Fund For Utah (Dec 2023 report)
22 Feb 24
NPORT-P
Aquila Tax-Free Trust of Arizona (Dec 2023 report)
22 Feb 24
NPORT-P
Aquila Narragansett Tax-Free Income Fund (Dec 2023 report)
22 Feb 24
NPORT-P
Aquila Tax-Free Fund of Colorado (Dec 2023 report)
22 Feb 24
NPORT-P
Aquila Tax-Free Trust of Oregon (Sep 2023 report)
21 Nov 23
NPORT-P
Aquila Tax-Free Fund of Colorado (Sep 2023 report)
21 Nov 23
NPORT-P
Aquila Tax-Free Trust of Arizona (Sep 2023 report)
21 Nov 23
NPORT-P
Aquila Tax-Free Fund For Utah (Sep 2023 report)
21 Nov 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Aquila Churchill Tax-Free Fund of Kentucky | CHTFX, CHKCX, CHKIX, CHKYX, CHKFX | 0.11 | -0.92 | -2.17 | 157.67 mm | 134 | Sep 2023 |
Aquila Narragansett Tax-Free Income Fund | NITCX, NITIX, NITYX, NITFX, NIFFX | 0.12 | -1.03 | -2.66 | 186.42 mm | 169 | Sep 2023 |
Aquila Tax-Free Fund For Utah | UTAHX, UTACX, UTAYX, UTAFX | 0.10 | -0.86 | -2.19 | 300.60 mm | 305 | Sep 2023 |
Aquila Tax-Free Fund of Colorado | COTFX, COTCX, COTYX | 0.13 | -0.69 | -1.66 | 150.90 mm | 90 | Sep 2023 |
Aquila Tax-Free Trust of Arizona | AZTFX, AZTCX, AZTYX | 0.22 | -0.90 | -2.17 | 192.12 mm | 107 | Sep 2023 |
Aquila Tax-Free Trust of Oregon | ORTYX, ORTFX, ORTCX, ORFFX | 0.13 | -0.67 | -1.86 | 441.21 mm | 234 | Sep 2023 |