Wealthcare Advisory Partners’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-5,500	Closed	-$70K	–	722
2021 Q1	$70K	Buy	+5,500	New	+$70K	0.01%	777
2020 Q2	–	Sell	-5,500	Closed	-$62K	–	446
2020 Q1	$62K	Buy	+5,500	New	+$68.6K	0.01%	463

Other funds holding BTA

HWAM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AMC

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

Wealthcare Advisory Partners's BTA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q2 2021, closing a stake of 5,500 shares — an estimated $70K sold.

Wealthcare Advisory Partners first reported a position in BTA in Q1 2020 and held it in 2 quarters. The position peaked at $70K in Q1 2021. 27 funds tracked by Wall St. Rank hold BTA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,500 BlackRock Long-Term Municipal Advantage Trust shares in Q2 2021, an estimated $70K.
Wealthcare Advisory Partners first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2020 and held it in 2 quarters.
Wealthcare Advisory Partners's BlackRock Long-Term Municipal Advantage Trust position peaked at $70K in Q1 2021.
27 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.