| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 114,337 | 1,651,000 | 38.46% | ||
| 2 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 105,310 | 1,520,000 | 35.41% | ||
| 3 | Point View Wealth Management, Inc. | 36,200 | 523,000 | 12.18% | ||
| 4 | DOLIVER ADVISORS, LP | 20,162 | 291,000 | 6.78% | ||
| 5 | WELLS FARGO & COMPANY/MN | 10,501 | 152,000 | 3.54% | ||
| 6 | MORGAN STANLEY | 4,626 | 67,000 | 1.56% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 2,700 | 39,000 | 0.91% | ||
| 8 | UBS Group AG | 1,799 | 26,000 | 0.61% | ||
| 9 | Creative Planning | 869 | 13,000 | 0.30% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 400 | 6,000 | 0.14% | ||
| 11 | Tower Research Capital LLC (TRC) | 301 | 4,000 | 0.09% | ||
| 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.
