Activest Wealth Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Activest Wealth Management’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
2025 Q4	–	Sell	-1,383	Closed	-$13.2K	–	1150
2025 Q3	$13.2K	Hold	1,383	–	–	﹤0.01%	442
2025 Q2	$12.7K	Hold	1,383	–	–	﹤0.01%	387
2025 Q1	$13.4K	Hold	1,383	–	–	﹤0.01%	348
2024 Q4	$13.5K	Hold	1,383	–	–	﹤0.01%	285
2024 Q3	$14.8K	Buy	+1,383	New	+$14.4K	﹤0.01%	283

Other funds holding BTA

SIA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Activest Wealth Management's BTA Position: Q4 2025 in Review

Activest Wealth Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2025, closing a stake of 1,383 shares — an estimated $13.2K sold.

Activest Wealth Management first reported a position in BTA in Q3 2024 and held it in 5 quarters. The position peaked at $14.8K in Q3 2024. 46 funds tracked by Wall St. Rank hold BTA as of Q4 2025.

Activest Wealth Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2025 after selling out during the quarter.
Activest Wealth Management sold 1,383 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2025, an estimated $13.2K.
Activest Wealth Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q3 2024 and held it in 5 quarters.
Activest Wealth Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $14.8K in Q3 2024.
46 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.