KIM
CHAR

Karpus Investment Management’s Charlton Aria Acquisition Corp CHAR Stock Holding History

Karpus Investment Management’s Portfolio CHAR Stock Details CHAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15M Sell
1,418,110
-5,857
-0.4% -$61.7K 0.47% 57
2025
Q4 		$14.9M Sell
1,423,967
-19,062
-1% -$198K 0.46% 58
2025
Q3 		$14.9M Sell
1,443,029
-127,288
-8% -$1.31M 0.47% 56
2025
Q2 		$16.1M Buy
1,570,317
+146,825
+10% +$1.49M 0.52% 57
2025
Q1 		$14.3M Buy
1,423,492
+1,264
+0.1% +$12.7K 0.46% 61
2024
Q4 		$14.2M Buy
+1,422,228
New +$14.1M 0.42% 64

Other funds holding CHAR

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
HCI
Harraden Circle Investments New York $499M AUM 24.03% 1-Year Est. Return

Karpus Investment Management's CHAR Position: Q1 2026 in Review

Karpus Investment Management reduced its Charlton Aria Acquisition Corp (CHAR) stake by 0.41% in Q1 2026, selling an estimated $61.7K and leaving 1,418,110 shares worth $15M. The position accounts for 0.47% of the portfolio, ranked #57.

Karpus Investment Management first reported a position in CHAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.1M in Q2 2025. 27 funds tracked by Wall St. Rank hold CHAR as of Q1 2026.

  • Karpus Investment Management held 1,418,110 shares of Charlton Aria Acquisition Corp worth $15M as of Q1 2026.
  • Karpus Investment Management sold 5,857 Charlton Aria Acquisition Corp shares in Q1 2026, an estimated $61.7K.
  • Charlton Aria Acquisition Corp made up 0.47% of Karpus Investment Management's portfolio in Q1 2026, its #57 holding.
  • Karpus Investment Management first reported a position in Charlton Aria Acquisition Corp in Q4 2024 and has held it in 6 quarters since.
  • Karpus Investment Management's Charlton Aria Acquisition Corp position peaked at $16.1M in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Charlton Aria Acquisition Corp as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.