GWSG
BTA

GPS Wealth Strategies Group’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-2,500
Closed -$23.9K – 684
2025
Q3 		$23.9K Hold
2,500
– – ﹤0.01% 853
2025
Q2 		$22.9K Sell
2,500
-11,875
-83% -$108K ﹤0.01% 829
2025
Q1 		$139K Hold
14,375
– – 0.02% 382
2024
Q4 		$140K Hold
14,375
– – 0.02% 362
2024
Q3 		$154K Hold
14,375
– – 0.02% 355
2024
Q2 		$146K Hold
14,375
– – 0.02% 323
2024
Q1 		$144K Hold
14,375
– – 0.02% 305
2023
Q4 		$147K Hold
14,375
– – 0.03% 286
2023
Q3 		$129K Hold
14,375
– – 0.02% 311
2023
Q2 		$139K Hold
14,375
– – 0.03% 295
2023
Q1 		$143K Hold
14,375
– – 0.03% 282
2022
Q4 		$135K Hold
14,375
– – 0.04% 103
2022
Q3 		$141K Hold
14,375
– – 0.04% 249
2022
Q2 		$159K Buy
14,375
+11,875
+475% +$129K 0.04% 236
2022
Q1 		$29K Buy
+2,500
New +$31.1K 0.01% 524

Other funds holding BTA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return