Spire Wealth Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Spire Wealth 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 Q3	–	Sell	-2,500	Closed	-$28K	–	2221
2022 Q2	$28K	Sell	2,500 -2,641	-51%	-$28.7K	﹤0.01%	1524
2022 Q1	$60K	Hold	5,141	–	–	﹤0.01%	1375
2021 Q4	$77K	Hold	5,141	–	–	﹤0.01%	1522
2021 Q3	$70K	Hold	5,141	–	–	﹤0.01%	1334
2021 Q2	$70K	Hold	5,141	–	–	﹤0.01%	1343
2021 Q1	$65K	Buy	+5,141	New	+$65.4K	﹤0.01%	1588

Other funds holding BTA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AMC

Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Spire Wealth Management's BTA Position: Q3 2022 in Review

Spire Wealth Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q3 2022, closing a stake of 2,500 shares — an estimated $28K sold.

Spire Wealth Management first reported a position in BTA in Q1 2021 and held it in 6 quarters. The position peaked at $77K in Q4 2021. 29 funds tracked by Wall St. Rank hold BTA as of Q3 2022.

Spire Wealth Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 2,500 BlackRock Long-Term Municipal Advantage Trust shares in Q3 2022, an estimated $28K.
Spire Wealth Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $77K in Q4 2021.
29 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.