SAM
BTA

Secure Asset Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Secure Asset Management’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
2022
Q2 		– Sell
-37,033
Closed -$434K – 170
2022
Q1 		$434K Buy
+37,033
New +$461K 0.2% 100

Other funds holding BTA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AMC
Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Secure Asset Management's BTA Position: Q2 2022 in Review

Secure Asset Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q2 2022, closing a stake of 37,033 shares — an estimated $434K sold.

Secure Asset Management first reported a position in BTA in Q1 2022 and held it in 1 quarter. The position peaked at $434K in Q1 2022. 27 funds tracked by Wall St. Rank hold BTA as of Q2 2022.

  • Secure Asset Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q2 2022 after selling out during the quarter.
  • Secure Asset Management sold 37,033 BlackRock Long-Term Municipal Advantage Trust shares in Q2 2022, an estimated $434K.
  • Secure Asset Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2022 and held it in 1 quarter.
  • Secure Asset Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $434K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.