Ackerman Capital Advisors’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Ackerman Capital Advisors’s Portfolio BTA Stock Details BTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-32,216	Closed	-$303K	–	104
2022 Q4	$303K	Buy	+32,216	New	+$300K	0.08%	86
2021 Q3	–	Sell	-10,796	Closed	-$147K	–	118
2021 Q2	$147K	Sell	10,796 -8,006	-43%	-$106K	0.03%	118
2021 Q1	$238K	Buy	+18,802	New	+$239K	0.06%	110

Other funds holding BTA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AMC

Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return

Ackerman Capital Advisors's BTA Position: Q1 2023 in Review

Ackerman Capital Advisors sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q1 2023, closing a stake of 32,216 shares — an estimated $303K sold.

Ackerman Capital Advisors first reported a position in BTA in Q1 2021 and held it in 3 quarters. The position peaked at $303K in Q4 2022. 34 funds tracked by Wall St. Rank hold BTA as of Q1 2023.

Ackerman Capital Advisors reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q1 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 32,216 BlackRock Long-Term Municipal Advantage Trust shares in Q1 2023, an estimated $303K.
Ackerman Capital Advisors first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2021 and held it in 3 quarters.
Ackerman Capital Advisors's BlackRock Long-Term Municipal Advantage Trust position peaked at $303K in Q4 2022.
34 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2023.

Based on Ackerman Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.