Janney Montgomery Scott
BTA

Janney Montgomery Scott’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Janney Montgomery Scott’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
2024
Q2 		– Sell
-26,127
Closed -$261K – 2628
2024
Q1 		$261K Sell
26,127
-72,567
-74% -$742K ﹤0.01% 2421
2023
Q4 		$1.01M Sell
98,694
-61,383
-38% -$578K ﹤0.01% 1441
2023
Q3 		$1.44M Sell
160,077
-10,769
-6% -$103K 0.01% 1156
2023
Q2 		$1.65M Buy
170,846
+15,582
+10% +$152K 0.01% 1168
2023
Q1 		$1.54M Buy
155,264
+17,620
+13% +$174K 0.01% 1099
2022
Q4 		$1.29M Buy
137,644
+69,461
+102% +$647K 0.01% 1234
2022
Q3 		$671K Buy
68,183
+56,465
+482% +$642K ﹤0.01% 1509
2022
Q2 		$129K Sell
11,718
-4,587
-28% -$49.9K ﹤0.01% 2211
2022
Q1 		$191K Buy
16,305
+868
+6% +$10.8K ﹤0.01% 2111
2021
Q4 		$232K Buy
+15,437
New +$216K ﹤0.01% 2154

Other funds holding BTA

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return