| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 119,857 | 1,574,000 | 38.29% | ||
| 2 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 109,410 | 1,437,000 | 34.95% | ||
| 3 | Point View Wealth Management, Inc. | 37,021 | 486,000 | 11.82% | ||
| 4 | DOLIVER ADVISORS, LP | 22,493 | 295,000 | 7.18% | ||
| 5 | UBS Group AG | 7,669 | 101,000 | 2.46% | ||
| 6 | WELLS FARGO & COMPANY/MN | 7,101 | 93,000 | 2.26% | ||
| 7 | MORGAN STANLEY | 3,446 | 45,000 | 1.09% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 2,700 | 35,000 | 0.85% | ||
| 9 | WOLVERINE ASSET MANAGEMENT LLC | 2,144 | 28,000 | 0.68% | ||
| 10 | Creative Planning | 869 | 11,000 | 0.27% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 400 | 5,000 | 0.12% | ||
| 12 | IFP ADVISORS, INC | 100 | 1,000 | 0.02% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
