Sheaff Brock Investment Advisors’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	$174K	Hold	18,000	–	–	0.02%	410
2024 Q4	$176K	Hold	18,000	–	–	0.02%	414
2024 Q3	$193K	Hold	18,000	–	–	0.02%	408
2024 Q2	$182K	Hold	18,000	–	–	0.02%	403
2024 Q1	$180K	Buy	+18,000	New	+$184K	0.01%	452

Other funds holding BTA

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Sheaff Brock Investment Advisors's BTA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its BlackRock Long-Term Municipal Advantage Trust (BTA) position steady in Q1 2025 at 18,000 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #410.

Sheaff Brock Investment Advisors first reported a position in BTA in Q1 2024 and has held it in 5 quarters since. The position peaked at $193K in Q3 2024. 41 funds tracked by Wall St. Rank hold BTA as of Q1 2025.

Sheaff Brock Investment Advisors held 18,000 shares of BlackRock Long-Term Municipal Advantage Trust worth $174K as of Q1 2025.
Sheaff Brock Investment Advisors left its BlackRock Long-Term Municipal Advantage Trust share count unchanged in Q1 2025.
BlackRock Long-Term Municipal Advantage Trust made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #410 holding.
Sheaff Brock Investment Advisors first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2024 and has held it in 5 quarters since.
Sheaff Brock Investment Advisors's BlackRock Long-Term Municipal Advantage Trust position peaked at $193K in Q3 2024.
41 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.