FAG
BTA

Fortitude Advisory Group’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-6,183
Closed -$72K – 357
2022
Q1 		$72K Hold
6,183
– – 0.04% 423
2021
Q4 		$93K Buy
+6,183
New +$86.4K 0.05% 361

Other funds holding BTA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AMC
Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fortitude Advisory Group's BTA Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q2 2022, closing a stake of 6,183 shares — an estimated $72K sold.

Fortitude Advisory Group first reported a position in BTA in Q4 2021 and held it in 2 quarters. The position peaked at $93K in Q4 2021. 27 funds tracked by Wall St. Rank hold BTA as of Q2 2022.

  • Fortitude Advisory Group reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 6,183 BlackRock Long-Term Municipal Advantage Trust shares in Q2 2022, an estimated $72K.
  • Fortitude Advisory Group first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's BlackRock Long-Term Municipal Advantage Trust position peaked at $93K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.