Innova Wealth Partners’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History

Innova Wealth Partners’s Portfolio BTT Stock Details BTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,000	Closed	-$205K	–	56
2022 Q3	$205K	Hold	10,000	–	–	0.19%	45
2022 Q2	$222K	Hold	10,000	–	–	0.19%	45
2022 Q1	$236K	Buy	+10,000	New	+$247K	0.17%	63

Other funds holding BTT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return

Innova Wealth Partners's BTT Position: Q4 2022 in Review

Innova Wealth Partners sold out of BlackRock Municipal 2030 Target Term Trust (BTT) in Q4 2022, closing a stake of 10,000 shares — an estimated $205K sold.

Innova Wealth Partners first reported a position in BTT in Q1 2022 and held it in 3 quarters. The position peaked at $236K in Q1 2022. 120 funds tracked by Wall St. Rank hold BTT as of Q4 2022.

Innova Wealth Partners reported no remaining BlackRock Municipal 2030 Target Term Trust position as of Q4 2022 after selling out during the quarter.
Innova Wealth Partners sold 10,000 BlackRock Municipal 2030 Target Term Trust shares in Q4 2022, an estimated $205K.
Innova Wealth Partners first reported a position in BlackRock Municipal 2030 Target Term Trust in Q1 2022 and held it in 3 quarters.
Innova Wealth Partners's BlackRock Municipal 2030 Target Term Trust position peaked at $236K in Q1 2022.
120 funds tracked by Wall St. Rank held BlackRock Municipal 2030 Target Term Trust as of Q4 2022.

Based on Innova Wealth Partners's 13F filing for Q4 2022, filed 17 Jan 2023.