| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | 9.3% | +14% | $46,255,901 | +$5,516,837 | 4,426,402 | +14% | KARPUS MANAGEMENT, INC. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 9.3% | 4,426,402 | +3.2% | 1.5% | $46,255,897 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 8.2% | 3,937,529 | +0.5% | 2.3% | $41,147,177 |
| Pathstone Holdings, LLC | 3.7% | 1,752,419 | +22% | 0.07% | $18,312,780 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1.5% | 718,796 | -30% | 5.4% | $7,511,418 |
| MORGAN STANLEY | 1.1% | 543,358 | +0.34% | 0% | $5,678,094 |
| Hennion & Walsh Asset Management, Inc. | 0.9% | 427,845 | +11% | 0.16% | $4,470,980 |
| GUGGENHEIM CAPITAL LLC | 0.81% | 388,656 | -21% | 0.03% | $4,061,456 |
| MACKAY SHIELDS LLC | 0.76% | 363,951 | -37% | 0.13% | $3,803,288 |
| TORONTO DOMINION BANK | 0.75% | 356,094 | +67% | 0.01% | $3,721,182 |
| SIT INVESTMENT ASSOCIATES INC | 0.74% | 354,508 | +26% | 0.08% | $3,705,000 |
| VAN ECK ASSOCIATES CORP | 0.73% | 346,834 | +5.1% | 0% | $3,624,000 |
| Rareview Capital LLC | 0.67% | 318,699 | -5.6% | 2% | $3,199,734 |
| BANK OF AMERICA CORP /DE/ | 0.59% | 282,538 | -7.5% | 0% | $2,952,523 |
| Fiera Capital Corp | 0.59% | 281,313 | -0.59% | 0.01% | $2,939,721 |
| LPL Financial LLC | 0.54% | 257,724 | -9% | 0% | $2,693,214 |
| 1607 Capital Partners, LLC | 0.49% | 233,793 | -4% | 0.18% | $2,443,137 |
| Cetera Investment Advisers | 0.42% | 199,726 | -2% | 0% | $2,087,146 |
| ENVESTNET ASSET MANAGEMENT INC | 0.41% | 197,082 | +15% | 0% | $2,059,503 |
| Invesco Ltd. | 0.4% | 191,733 | -10% | 0% | $2,003,610 |
| RAYMOND JAMES FINANCIAL INC | 0.39% | 188,470 | +1.4% | 0% | $1,969,510 |
| Advisors Asset Management, Inc. | 0.39% | 185,791 | -1.6% | 0.03% | $1,941,516 |
| Wakefield Asset Management LLLP | 0.36% | 173,248 | +2.7% | 0.49% | $1,811,121 |
| Leo Wealth, LLC | 0.34% | 162,835 | -23% | 0.22% | $1,701,621 |
| ROYAL BANK OF CANADA | 0.33% | 158,205 | -3.6% | 0% | $1,653,000 |
| CARY STREET PARTNERS FINANCIAL LLC | 0.3% | 144,611 | +30% | 0.04% | $1,511,189 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 210,649 | $4,614,871 | -$13,322 | 1,044% | 5 |
| 2025 Q3 | 18,613,687 | $194,381,968 | -$648,042 | 1,045% | 95 |
| 2025 Q2 | 18,673,033 | $187,436,444 | +$12,655,789 | 1,004% | 94 |
| 2025 Q1 | 17,431,610 | $181,486,077 | +$2,132,063 | 1,039% | 95 |
| 2024 Q4 | 17,256,793 | $181,665,328 | +$20,244,021 | 1,051% | 103 |
| 2024 Q3 | 15,367,031 | $172,897,602 | +$2,440,768 | 1,126% | 100 |
| 2024 Q2 | 15,144,698 | $163,681,287 | -$2,456,936 | 1,081% | 103 |
| 2024 Q1 | 15,372,429 | $166,529,059 | -$4,247,512 | 1,086% | 101 |
| 2023 Q4 | 231,262 | $2,469,878 | 1,068% | 2 | |
| 2023 Q3 | 13,910,288 | $127,213,288 | +$11,914,872 | 914% | 97 |
| 2023 Q2 | 12,640,775 | $131,630,365 | +$10,513,787 | 1,041% | 94 |
| 2023 Q1 | 11,713,039 | $125,553,025 | +$16,197,441 | 1,073% | 96 |
| 2022 Q4 | 10,066,816 | $104,098,623 | +$35,626,001 | 1,033% | 93 |
| 2022 Q3 | 6,543,984 | $65,475,379 | -$1,624,391 | 1,000% | 95 |
| 2022 Q2 | 6,696,717 | $74,169,601 | +$11,384,251 | 1,105.03% | 99 |
| 2022 Q1 | 5,723,554 | $70,456,534 | +$7,118,586 | 1,231.8% | 91 |
| 2021 Q4 | 5,054,963 | $76,468,995 | -$6,616,427 | 1,513.7% | 82 |
| 2021 Q3 | 5,381,042 | $81,466,055 | -$6,551,085 | 1,513.74% | 73 |
| 2021 Q2 | 5,826,820 | $91,773,110 | +$51,390,092 | 1,575.06% | 78 |
| 2021 Q1 | 2,583,715 | $39,430,181 | +$1,231,403 | 1,526% | 41 |
| 2020 Q4 | 1,818,110 | $28,039,420 | +$621,838 | 1,542.27% | 43 |
| 2020 Q3 | 1,772,647 | $26,419,270 | -$663,212 | 1,490.02% | 43 |
| 2020 Q2 | 1,815,867 | $26,728,555 | +$707,360 | 1,471.12% | 45 |
| 2020 Q1 | 1,798,704 | $24,062,960 | +$2,181,157 | 1,336.74% | 51 |
| 2019 Q4 | 1,706,326 | $25,806,987 | -$2,106,991 | 1,512.17% | 46 |
| 2019 Q3 | 1,846,233 | $27,569,819 | -$3,523,699 | 1,493.06% | 41 |
| 2019 Q2 | 2,026,737 | $29,658,320 | -$1,443,202 | 1,462.99% | 42 |
| 2019 Q1 | 2,187,207 | $30,871,808 | -$1,583,304 | 1,410.89% | 43 |
| 2018 Q4 | 2,217,026 | $28,645,155 | +$3,512,463 | 1,290.67% | 45 |
| 2018 Q3 | 1,923,150 | $24,981,304 | -$1,391,041 | 1,298.94% | 45 |
| 2018 Q2 | 2,025,401 | $28,876,680 | -$7,851,913 | 1,425.98% | 41 |
| 2018 Q1 | 2,606,610 | $34,954,888 | +$4,190,296 | 1,341.04% | 46 |
| 2017 Q4 | 2,304,004 | $33,242,695 | +$3,428,587 | 1,442.88% | 52 |
| 2017 Q3 | 2,013,908 | $30,614,358 | -$909,491 | 1,520.06% | 35 |
| 2017 Q2 | 1,999,029 | $30,545,000 | +$203,523 | 1,527.68% | 35 |
| 2017 Q1 | 1,990,709 | $29,606,000 | +$750,832 | 1,487.07% | 34 |
| 2016 Q4 | 1,947,647 | $28,318,000 | +$3,558,066 | 1,454.11% | 38 |
| 2016 Q3 | 1,722,449 | $27,742,980 | +$2,763,114 | 1,610.84% | 32 |
| 2016 Q2 | 1,544,192 | $25,544,540 | +$2,007,072 | 1,653.76% | 33 |
| 2016 Q1 | 1,414,211 | $22,409,000 | -$3,881,564 | 1,583.5% | 33 |
| 2015 Q4 | 1,671,059 | $25,593,000 | +$5,797,178 | 1,531.01% | 35 |
| 2015 Q3 | 1,367,154 | $19,868,000 | +$4,326,338 | 1,453.54% | 34 |
| 2015 Q2 | 1,095,250 | $15,443,000 | +$4,227,528 | 1,409.72% | 33 |
| 2015 Q1 | 773,619 | $11,721,025 | +$725,988 | 1,515.07% | 33 |
| 2014 Q4 | 708,503 | $11,252,853 | -$4,821,886 | 1,588% | 30 |
| 2014 Q3 | 1,050,154 | $15,097,295 | -$35,173 | 1,437.15% | 33 |
| 2014 Q2 | 1,053,413 | $15,315,890 | -$2,831,355 | 1,453.75% | 33 |
| 2014 Q1 | 1,258,602 | $17,644,502 | +$786,235 | 1,401.68% | 30 |