UAG
MVT

United Advisor Group’s BlackRock MuniVest Fund II MVT Stock Holding History

United Advisor Group’s Portfolio MVT Stock Details MVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,929
Closed -$113K – 460
2025
Q2 		$113K Hold
10,929
– – 0.02% 381
2025
Q1 		$116K Hold
10,929
– – 0.02% 345
2024
Q4 		$115K Buy
10,929
+17
+0.2% +$187 0.02% 359
2024
Q3 		$124K Hold
10,912
– – 0.03% 339
2024
Q2 		$121K Hold
10,912
– – 0.04% 260
2024
Q1 		$119K Buy
+10,912
New +$118K 0.04% 210

Other funds holding MVT

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Advisor Group's MVT Position: Q3 2025 in Review

United Advisor Group sold out of BlackRock MuniVest Fund II (MVT) in Q3 2025, closing a stake of 10,929 shares — an estimated $113K sold.

United Advisor Group first reported a position in MVT in Q1 2024 and held it in 6 quarters. The position peaked at $124K in Q3 2024. 67 funds tracked by Wall St. Rank hold MVT as of Q3 2025.

  • United Advisor Group reported no remaining BlackRock MuniVest Fund II position as of Q3 2025 after selling out during the quarter.
  • United Advisor Group sold 10,929 BlackRock MuniVest Fund II shares in Q3 2025, an estimated $113K.
  • United Advisor Group first reported a position in BlackRock MuniVest Fund II in Q1 2024 and held it in 6 quarters.
  • United Advisor Group's BlackRock MuniVest Fund II position peaked at $124K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held BlackRock MuniVest Fund II as of Q3 2025.

Based on United Advisor Group's 13F filing for Q3 2025, filed 12 Nov 2025.