PAW
BTA

Plan A Wealth’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Plan A Wealth’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
2025
Q4 		– Sell
-11,245
Closed -$108K – 176
2025
Q3 		$108K Hold
11,245
– – 0.05% 162
2025
Q2 		$103K Hold
11,245
– – 0.06% 147
2025
Q1 		$109K Hold
11,245
– – 0.08% 115
2024
Q4 		$110K Buy
+11,245
New +$117K 0.1% 92

Other funds holding BTA

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plan A Wealth's BTA Position: Q4 2025 in Review

Plan A Wealth sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2025, closing a stake of 11,245 shares — an estimated $108K sold.

Plan A Wealth first reported a position in BTA in Q4 2024 and held it in 4 quarters. The position peaked at $110K in Q4 2024. 46 funds tracked by Wall St. Rank hold BTA as of Q4 2025.

  • Plan A Wealth reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2025 after selling out during the quarter.
  • Plan A Wealth sold 11,245 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2025, an estimated $108K.
  • Plan A Wealth first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2024 and held it in 4 quarters.
  • Plan A Wealth's BlackRock Long-Term Municipal Advantage Trust position peaked at $110K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2025.

Based on Plan A Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.