Stratos Investment Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Stratos Investment 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
2025 Q4	–	Sell	-17,409	Closed	-$167K	–	353
2025 Q3	$167K	Buy	17,409 +286	+2%	+$2.62K	0.01%	352
2025 Q2	$157K	Buy	17,123 +271	+2%	+$2.48K	0.01%	348
2025 Q1	$163K	Buy	16,852 +165	+1%	+$1.63K	0.01%	311
2024 Q4	$163K	Buy	+16,687	New	+$174K	0.01%	268

Other funds holding BTA

SIA

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

RCM

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

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

HWAM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

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

Stratos Investment Management's BTA Position: Q4 2025 in Review

Stratos Investment Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2025, closing a stake of 17,409 shares — an estimated $167K sold.

Stratos Investment Management first reported a position in BTA in Q4 2024 and held it in 4 quarters. The position peaked at $167K in Q3 2025. 46 funds tracked by Wall St. Rank hold BTA as of Q4 2025.

Stratos Investment Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2025 after selling out during the quarter.
Stratos Investment Management sold 17,409 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2025, an estimated $167K.
Stratos Investment Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2024 and held it in 4 quarters.
Stratos Investment Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $167K in Q3 2025.
46 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2025.

Based on Stratos Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.