SWA
BTA

Stratos Wealth Advisors’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Stratos Wealth 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
Q4 		– Sell
-40,145
Closed -$385K – 662
2025
Q3 		$385K Sell
40,145
-2,821
-7% -$25.8K 0.02% 501
2025
Q2 		$394K Buy
42,966
+170
+0.4% +$1.55K 0.02% 487
2025
Q1 		$415K Buy
42,796
+104
+0.2% +$1.02K 0.02% 483
2024
Q4 		$417K Sell
42,692
-32,100
-43% -$334K 0.02% 516
2024
Q3 		$802K Buy
74,792
+375
+0.5% +$3.91K 0.04% 397
2024
Q2 		$754K Sell
74,417
-3,888
-5% -$38.9K 0.04% 387
2024
Q1 		$782K Buy
78,305
+295
+0.4% +$3.02K 0.05% 372
2023
Q4 		$798K Buy
78,010
+598
+0.8% +$5.63K 0.05% 370
2023
Q3 		$694K Buy
+77,412
New +$741K 0.05% 374

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 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return