KAS
BTA

Kestra Advisory Services’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Kestra Advisory Services’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
2021
Q1 		– Sell
-40,348
Closed -$514K – 1873
2020
Q4 		$514K Buy
+40,348
New +$496K 0.01% 1193

Other funds holding BTA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AMC
Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return

Kestra Advisory Services's BTA Position: Q1 2021 in Review

Kestra Advisory Services sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q1 2021, closing a stake of 40,348 shares — an estimated $514K sold.

Kestra Advisory Services first reported a position in BTA in Q4 2020 and held it in 1 quarter. The position peaked at $514K in Q4 2020. 30 funds tracked by Wall St. Rank hold BTA as of Q1 2021.

  • Kestra Advisory Services reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q1 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 40,348 BlackRock Long-Term Municipal Advantage Trust shares in Q1 2021, an estimated $514K.
  • Kestra Advisory Services first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2020 and held it in 1 quarter.
  • Kestra Advisory Services's BlackRock Long-Term Municipal Advantage Trust position peaked at $514K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.