Lindbrook Capital’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Lindbrook Capital’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 Q4	–	Sell	-5	Closed	-$54	–	2796
2024 Q3	$54	Hold	5	–	–	﹤0.01%	2801
2024 Q2	$51	Hold	5	–	–	﹤0.01%	2734
2024 Q1	$50	Hold	5	–	–	﹤0.01%	2623
2023 Q4	$51	Hold	5	–	–	﹤0.01%	2663
2023 Q3	$45	Hold	5	–	–	﹤0.01%	2660
2023 Q2	$48	Hold	5	–	–	﹤0.01%	2677
2023 Q1	$50	Hold	5	–	–	﹤0.01%	2745
2022 Q4	$47	Hold	5	–	–	﹤0.01%	2800
2022 Q3	$0	Hold	5	–	–	﹤0.01%	2633
2022 Q2	$0	Hold	5	–	–	﹤0.01%	2507
2022 Q1	$0	Hold	5	–	–	﹤0.01%	2483
2021 Q4	$0	Buy	+5	New	+$70	﹤0.01%	2083

Other funds holding BTA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Lindbrook Capital's BTA Position: Q4 2024 in Review

Lindbrook Capital sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2024, closing a stake of 5 shares — an estimated $54 sold.

Lindbrook Capital first reported a position in BTA in Q4 2021 and held it in 12 quarters. The position peaked at $54 in Q3 2024. 44 funds tracked by Wall St. Rank hold BTA as of Q4 2024.

Lindbrook Capital reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2024 after selling out during the quarter.
Lindbrook Capital sold 5 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2024, an estimated $54.
Lindbrook Capital first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2021 and held it in 12 quarters.
Lindbrook Capital's BlackRock Long-Term Municipal Advantage Trust position peaked at $54 in Q3 2024.
44 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.