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Karpus Management, Inc.

Q4 2023 · 13F-HR

Karpus Management, Inc.holdings as filed

Filed 2024-02-13 · accession 0001072613-24-000246

$3.29B
Reported value
257
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
670657105XNEAXNUVEEN AMT-FR QLTY MUNI INC$260.2M7.92%23,657,938CommonSOLE
670656107NRKNUVEEN NY AMT FREE MUN INCOME COM$205.6M6.26%19,529,693CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SH$187.6M5.71%429,547CommonSOLE
09253X102XMUIXBLACKROCK MUNICIPAL INCOME FUND$144.4M4.39%12,403,877CommonSOLE
67066V101NADNUVEEN QUALITY MUNICIPAL INCOME FUND$134.7M4.10%11,763,244CommonSOLE
464287200IVVISHARES CORE S&P500 ETF$109.1M3.32%228,496CommonSOLE
27827X101EIMEATON VANCE MUN BD FD COM$104.6M3.18%10,330,094CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INCOME FUND$85.4M2.60%7,226,642CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ETF$72.4M2.20%339,548CommonSOLE
67066Y105NACNUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND$69.7M2.12%6,288,053CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FUND INC$67.2M2.05%5,645,506CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FUND$65.9M2.00%9,253,673CommonSOLE
95766Q106XWIAXWESTERN ASSET CLYM INFL SEC IN COM SH BEN INT$58.0M1.77%7,145,082CommonSOLE
09257P105BTTBLACKROCK 2030 MUNICIPAL TARGET TERM TRUST$52.3M1.59%2,512,207CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF$52.2M1.59%1,270,215CommonSOLE
03464A100FINSANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST$50.3M1.53%4,223,725CommonSOLE
09254L107MUCBLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND$42.0M1.28%3,773,789CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND$41.8M1.27%3,828,156CommonSOLE
09248F109BLACKROCK MUNICIPAL INCOME TRUST$38.6M1.17%3,834,293CommonSOLE
36242H104XGDVXGABELLI DIVD & INCOME TR COM$38.3M1.17%1,770,745CommonSOLE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$36.0M1.10%151,737CommonSOLE
92840R101NFJVirtus DVD Intrst & PRM STR$34.9M1.06%2,770,575CommonSOLE
09249N101BLEBLACKROCK MUN INC TRUST II$33.0M1.00%3,086,566CommonSOLE
46131M106VGMINVESCO TRUST FOR INVESTMENT G$31.6M0.96%3,199,553CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fund III$30.3M0.92%2,606,392CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTERNATIONAL DIVIDEND TRUST$30.2M0.92%5,723,137CommonSOLE
G33033104KDKARES II ACQ CRP; TNT ACQ DT: 4/21/2025; CASH: $10.10$28.3M0.86%2,712,010CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$27.6M0.84%383,832CommonSOLE
09262F100ECATBlackRock ESG Capital Allocation Trust$26.2M0.80%1,622,093CommonSOLE
46133G107IQIINVESCO QUALITY MUNI INC TRST COM$26.1M0.79%2,741,787CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DIVIDEND TRUST$24.9M0.76%2,510,352CommonSOLE
00326l100ABERDEEN TOTAL DYNAMIC DIVID$24.2M0.74%2,997,737CommonSOLE
27828s101EATON VANCE TAX-ADV GLOBAL DIV INCOME FUND$23.8M0.72%1,390,813CommonSOLE
09260K101BSTZBLACKROCK SCIENCE AND TECHNOLOGY TRUST II$22.7M0.69%1,360,614CommonSOLE
27829F108XEXGXEATON VANCE TAX-MAN GLOBAL EQUITY FUND$21.4M0.65%2,768,656CommonSOLE
46132C107VMOINVESCO MUNICIPAL OPPORTUNITY$20.0M0.61%2,078,577CommonSOLE
46131J103VKQINVESCO MUNICIPAL TRUST$19.8M0.60%2,075,253CommonSOLE
67071L106NVGNUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND$18.6M0.57%1,574,566CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TRUST II$17.8M0.54%1,217,589CommonSOLE
46432F339QUALISHARES EDGE MSCI USA QUALITY$16.9M0.51%114,652CommonSOLE
27828U106ETOEATON VANCE TAX-ADV GLOBAL DIV OPP FUND$16.8M0.51%712,026CommonSOLE
92838Y100AIOVIRTUS ALLIANZGI ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPP FD$16.6M0.51%954,715CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF$16.5M0.50%256,645CommonSOLE
921937835BNDVANGUARD BD INDEX FD INC TOTAL BND MRKT$15.1M0.46%205,412CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OPP COM$14.8M0.45%2,978,311CommonSOLE
670695105NUWNUVEEN AMT-FREE MUNICIPAL VALUE$14.7M0.45%1,076,067CommonSOLE
27829C105ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$14.6M0.44%1,874,832CommonSOLE
92204A702VGTVANGUARD WORLD FDS INF TECH ETF$14.5M0.44%29,897CommonSOLE
55273C107MINMFS INTER INCOME TR SH BEN INT$13.6M0.41%5,071,865CommonSOLE
G52443119KVACKEEN VISION ACQ CRP; TNT ACQ DT: 4/25/2024; CASH: $10.13$13.2M0.40%1,278,000CommonSOLE
723653101XHNWXPIONEER DIVERSIFIED HIGH INCOME TRUST$13.1M0.40%1,221,203CommonSOLE
92835W107ZTRVIRTUS GLOBAL DIVIDEND & INCOME FUND$13.0M0.39%2,353,707CommonSOLE
27828G107XEVTXEATON VANCE TAX-ADV DVD INC$12.9M0.39%578,381CommonSOLE
464287861IEVISHARES EUROPE ETF$11.9M0.36%226,060CommonSOLE
G4790U102USARINFLECTION POINT ACQ CRP; TNT ACQ DT: 11/25/2024 CASH: $10.05$11.7M0.36%1,134,300CommonSOLE
56064Q107MEGIMainStay CBRE GLOBAL INFRASTRUCTURE MEGATRENDS FUND$11.7M0.36%900,546CommonSOLE
00326W106ASGIABERDEEN GLOBAL INFRA INCOME FUND$11.6M0.35%648,533CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPAN ETF$11.3M0.34%215,871CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC$10.7M0.32%1,032,621CommonSOLE
33718W103FPFFIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND$10.7M0.32%653,452CommonSOLE
67066X107NANNUVEEN NY DIVID ADVNTG MUN FD COM$10.5M0.32%951,059CommonSOLE
31561T102AIEVFEUTUNE LIGHT ACQ CRP; TNT ACQ DT: 03/21/2023; CASH: $10.15$10.2M0.31%939,312CommonSOLE
092508100BTZBLACKROCK CR ALLCTN INC TR COM$9.9M0.30%957,867CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNICI$9.8M0.30%959,932CommonSOLE
00501A101ACRI CAPITAL ACQ CRP; TNT ACQ DT: 3/9/2023; CASH: $10.22$9.5M0.29%860,107CommonSOLE
37961B104GLOBAL BLOCKCHAIN ACQ CRP; TNT ACQ DT: 8/10/2023; CASH: $10.15$9.2M0.28%870,025CommonSOLE
337319107FIRST TR ABERDEEN GLBL OPP FD COM SHS$9.1M0.28%1,452,564CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD$8.9M0.27%1,681,642CommonSOLE
09255C106BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND INC$8.9M0.27%844,739CommonSOLE
36119D103FTIIFUTURETECH II ACQ CORP; TNT ACQ DT: 08/23/2023; CASH: $10.20$8.9M0.27%815,850CommonSOLE
09260Q108BTXBLACKROCK INNOVATION & GROWTH$8.8M0.27%1,203,858CommonSOLE
296424104ESHAESH ACQ CRP; TNT ACQ DT: 12/14/2024 CASH: $10.15$8.8M0.27%856,370CommonSOLE
G6363K106NABORS ENERGY ACQ CRP II; TNT ACQ DT: 7/14/2024; CASH: $10.15$8.6M0.26%828,675CommonSOLE
45781w109INSIGHT SELECT INCOME FUND$8.5M0.26%531,853CommonSOLE
G89229119TMT ACQ CORP. TNT ACQ DT: 03/30/2024; CASH: $10.20$8.3M0.25%789,722CommonSOLE
G19305112RENEFCARTESIAN GROWTH CORP II, INC; TNT ACQ DT: 11/10/2023; CASH: $10.30$8.1M0.25%744,154CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNICIPAL INCOME FUND II$8.1M0.25%620,531CommonSOLE
47109U104JOFJAPAN SMALLER CAPTLZTN FD INC COM$8.1M0.25%1,065,494CommonSOLE
278277108EOSEaton Vance Enhanced Equity Income Fund$8.0M0.24%427,136CommonSOLE
46132E103VKIINVESCO ADVANTAGE MUNICIPAL INCOME TRUST II$8.0M0.24%942,137CommonSOLE
617468103XCAFXMS CHINA A SHARE$7.9M0.24%622,085CommonSOLE
69374H881COWZPACER US CASH COWS 100 ETF$7.8M0.24%149,803CommonSOLE
670865104OCA ACQ CRP; TNT ACQ DT: 7/14/2022; CASH: $10.15$7.7M0.23%709,603CommonSOLE
G3937F101GLOBAL LIGHTS ACQ CRP; TNT ACQ DT: 11/16/2024; CASH: $10.05$7.5M0.23%748,250CommonSOLE
20607U108CNDACONCORD ACQ CRP II; TNT ACQ DT: 9/1/2023; CASH: $10.00$7.5M0.23%726,025CommonSOLE
G49667101ISRLFISRAEL ACQ CORP. TNT ACQ DT: 01/18/2024; CASH: $10.20$7.5M0.23%699,835CommonSOLE
67190B104OAKUOAK WOODS ACQ CRP; TNT ACQ DT: 3/24/2024; CASH: $10.175$7.4M0.22%698,065CommonSOLE
69374H857CALFPACER US SMALL CAP CASH COWS$7.3M0.22%151,365CommonSOLE
922908736VUGVANGUARD GROWTH ETF$7.2M0.22%23,007CommonSOLE
34969G102FORTUNE RISE ACQ CRP; TNT ACQ DT: 05/05/2023; CASH: $10.20$6.9M0.21%628,174CommonSOLE
74954L104RF ACQ CORP. TNT ACQ DT: 03/23/2023; CASH: $10.10$6.8M0.21%635,712CommonSOLE
29978K102EVCOEVEREST CONSOLIDATOR ACQ CRP; TNT ACQ DT: 2/24/2023; CASH: $10.20$6.8M0.21%620,851CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVS FD COM$6.8M0.21%316,323CommonSOLE
G4619M109HSPOFHORIZON SPACE ACQ I CORP. TNT ACQ DT: 09/23/2023; CASH: $10.175$6.5M0.20%602,900CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC SHORT TRM BOND$6.1M0.19%79,450CommonSOLE
G83752108SVIIFSPRING VALLEY ACQ CRP II; TNT ACQ DT: 1/13/2024; CASH: $10.25$5.9M0.18%547,755CommonSOLE
00302M106XAGDXABERDEEN GLOBAL DYNAMIC DIVIDEND FUND$5.9M0.18%632,505CommonSOLE
G1676M105BUKIT JALIL GLOBAL ACQ 1 LTD CORP. TNT ACQ DT: 06/30/2024; CASH: $10.15$5.7M0.17%552,367CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR SH BEN INT$5.7M0.17%1,800,534CommonSOLE
G8708L104CTORTENX KEANE ACQ CRP; TNT ACQ DT: 7/14/2023; CASH: $10.20$5.5M0.17%504,610CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD ALLWRLD EX US$5.4M0.16%96,516CommonSOLE
670699107QQQXNUVEEN NAS100 DYN OVERWRT FD$5.4M0.16%233,280CommonSOLE
123013104BURTECH ACQ CRP; TNT ACQ DT: 3/13/2022; CASH: $10.15$5.3M0.16%497,485CommonSOLE
G5870E108MARS ACQ CRP; TNT ACQ DT: 2/15/2024; CASH: $10.20$5.3M0.16%499,031CommonSOLE
38136Y102GDSTGOLDENSTONE ACQ CRP; TNT ACQ DT: 12/21/2023; CASH: $10.15$5.3M0.16%493,091CommonSOLE
09247F209BKTBlackrock Income Trust$5.2M0.16%423,286CommonSOLE
37962G102GLOBAL STAR ACQ CRP; TNT ACQ DT: 9/20/2023; CASH: $10.25$5.0M0.15%477,265CommonSOLE
09253W104XMYDXBLACKROCK MUNIYIELD FUND INC$4.9M0.15%458,789CommonSOLE
G5352N105LAKESHORE ACQ II CRP; TNT ACQ DT: 6/11/2023; CASH: $10.15$4.9M0.15%441,085CommonSOLE
G8656T109TLGYFTLGY ACQ CRP; TNT ACQ DT: 03/01/2023; CASH: $10.20$4.7M0.14%426,100CommonSOLE
066644105BNIXBANNIX ACQ CRP; TNT ACQ DT: 12/10/2022; CASH: $10.10$4.6M0.14%425,645CommonSOLE
337318109FFAFirst Trust ENH Equity Inc$4.6M0.14%249,758CommonSOLE
048453104ATLANTIC COASTAL ACQ CRP; TNT ACQ DT: 3/4/2023; CASH: $10.00$4.5M0.14%424,121CommonSOLE
82836N107SILVERBOX III ACQ CRP; TNT ACQ DT: 11/28/2024 CASH: $10.10$4.5M0.14%432,225CommonSOLE
21924b302CORNERSTONE STRATEGIC VALUE$4.3M0.13%599,817CommonSOLE
G7573M106RIGEL RESOURCE ACQ CRP; TNT ACQ DT: 11/05/2023; CASH: $10.68$4.3M0.13%392,200CommonSOLE
G0223V105ATMCALPHATIME ACQ CORP. TNT ACQ DT: 09/30/2023; CASH: $10.18$4.2M0.13%395,317CommonSOLE
92912R104IGAVOYA GLOBAL ADVANTAGE PREMIUM OPP FUND$4.2M0.13%494,176CommonSOLE
53118A105LIBERTY RESOURCES ACQ CRP; TNT ACQ DT: 08/08/2023; CASH: $10.15$4.2M0.13%381,120CommonSOLE
874036106TWNTAIWAN FD INC COM$4.1M0.13%119,693CommonSOLE
76882M104RMMZRIVERNORTH MANAGED DURATION MUNICIPAL INCOME FUND II$4.1M0.13%264,256CommonSOLE
G0230C108ALSAFALPHA STAR ACQ CRP; TNT ACQ DT: 9/15/2023; CASH: $10.00$4.1M0.12%365,875CommonSOLE
26433C105DPGDuff & Phelps Utility & Inc$4.0M0.12%437,735CommonSOLE
G85094103STONEBRIDGE ACQ CRP; TNT ACQ DT: 10/16/22; CASH: $10.10$3.9M0.12%352,316CommonSOLE
746853100PPTPUTNAM PREMIET INCOME TRUST$3.8M0.12%1,066,215CommonSOLE
78468R739SHMSPDR SER TR NUVN BR SHT MUNI$3.8M0.11%78,786CommonSOLE
G4023C101GOLDEN STAR ACQ CRP; TNT ACQ DT: 3/2/2025 CASH: $10.10$3.7M0.11%356,741CommonSOLE
05589T104BNY MELLON MUNICIPAL INCOME INC$3.7M0.11%565,360CommonSOLE
19247L106RQICOHEN & STEERS QUAL INC RLTY$3.6M0.11%296,817CommonSOLE
G8316B100SPKLSPARK ACQ CRP; TNT ACQ DT: 7/5/2025; CASH: $10.05$3.5M0.11%350,000CommonSOLE
09254X101MUJBlackRock MuniHoldings New Jersey Quality Fund$3.5M0.11%303,280CommonSOLE
G2086M107CHENGHE ACQ CRP; TNT ACQ DT: 7/28/2023; CASH: $10.30$3.5M0.11%314,270CommonSOLE
90118T106TWELVE SEASACQ CRP II; TNT ACQ DT: 2/26/2023; CASH; $10.00$3.4M0.10%321,249CommonSOLE
G12729110BOWEN ACQ CORP. TNT ACQ DT: 04/27/2024; CASH: $10.20$3.4M0.10%328,690CommonSOLE
09253T101XMVTXBLACKROCK MUNIVEST FUND II$3.4M0.10%313,267CommonSOLE
27828Y108ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$3.4M0.10%273,432CommonSOLE
G0R45S109AIB ACQ CRP; TNT ACQ DT: 10/21/2023; CASH: $10.10$3.4M0.10%291,950CommonSOLE
318136108FINTECH ECOSYSTEM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$3.3M0.10%306,047CommonSOLE
G0542S106A SPAC I ACQ CRP; TNT ACQ DT: 08/17/2023; CASH: $10.10$3.2M0.10%297,025CommonSOLE
67080R102NPFDNUVEEN VARIABLE RATE PREFERRED & INCOME FUND$3.2M0.10%198,597CommonSOLE
62403K108MOUNTAIN CREST ACQ CRP IV; TNT ACQ DT: 6/29/2022 CASH: $10.00$3.1M0.09%287,021CommonSOLE
27828N102XETYXEATON VANCE TAX-MANAGED DIV EQUITY INCOME FUND$3.0M0.09%242,502CommonSOLE
G0283A108AMCIALPHAVEST ACQ CRP; TNT ACQ DT: 12/20/2023; CASH: $10.20$2.9M0.09%274,350CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC COM$2.9M0.09%358,089CommonSOLE
780910105RVTROYCE VALUE TRUST$2.9M0.09%200,510CommonSOLE
26431Q106DUET ACQ CRP; TNT ACQ DT: 4/20/2023; CASH: $10.15$2.8M0.09%257,951CommonSOLE
27829L105EOTEATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST$2.8M0.09%166,949CommonSOLE
35088F107FORLFOUR LEAF ACQ CRP; TNT ACQ DT: 3/17/2024; CASH: $10.30$2.7M0.08%261,400CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD COM$2.7M0.08%155,000CommonSOLE
37892F109GLLIGLOBALINK INVESTMENT INCE. TNT ACQ DT: 3/09/2023; CASH: $10.15$2.7M0.08%251,025CommonSOLE
G27740110DISTDISTOKEN ACQ CORP; TNT ACQ DT: 11/15/2023; CASH: $10.20$2.7M0.08%255,541CommonSOLE
746909100PIMPUTNAM MASTER INTERMEDIATE INCOME TRUST$2.6M0.08%830,001CommonSOLE
G3034H109EMCGFEMBRACE CHANGE ACQ CORP. TNT ACQ DT: 09/09/2023; CASH: $10.25$2.6M0.08%241,488CommonSOLE
03842W105AQUCAQUARON ACQ CRP; TNT ACQ DT: 7/4/2023; CASH: $10.15$2.6M0.08%246,250CommonSOLE
G0135E142AIMTFAIMFINITY INVESTMENT CORP. TNT ACQ DT: 07/28/2024; CASH: $10.20$2.6M0.08%239,936CommonSOLE
G4375F108HYACHAYMAKER 4 ACQ CRP; TNT ACQ DT: 7/25/2025; CASH: $10.10$2.6M0.08%250,775CommonSOLE
G2263T123COLISEUM ACQ CRP; TNT ACQ DT: 6/23/2023; CASH: $10.00$2.6M0.08%240,000CommonSOLE
G38258102GENERATION ASIA ACQ CRP; TNT ACQ DT: 07/20/2023; CASH: $10.10$2.4M0.07%221,975CommonSOLE
92838J103VISION SENSING ACQ CRP; TNT ACQ DT: 11/01/2022; CASH: $10.15$2.3M0.07%206,941CommonSOLE
41013v100JOHN HANCOCK T/A DVD INCOME$2.2M0.07%118,131CommonSOLE
01864u106ALLIANCE NATIONAL MUNICIPAL INCOME FUND$2.2M0.07%205,654CommonSOLE
09248l106BLACKROCK NEW YORK MUNICIPAL INCOME TRUST$2.2M0.07%205,618CommonSOLE
464287440IEFISHARES LEHMAN 7-10YR TREAS$2.1M0.06%22,065CommonSOLE
G8192N103SK GROWTH ACQ CRP; TNT ACQ DT: 12/24/2023; CASH: $10.25$2.1M0.06%196,100CommonSOLE
61244M109MONTEREY CAPITAL ACQ CORP. TNT ACQ DT: 05/13/2023; CASH: $10.10$2.1M0.06%194,475CommonSOLE
04282M102ARROWROOT ACQ CRP; TNT ACQ DT: 3/2/2023; CASH: $10.00$2.1M0.06%198,300CommonSOLE
67069Y102XNXJXNUVEEN NJ DIV ADVANTAGE MUN FD COM$2.1M0.06%175,891CommonSOLE
G06362100AURA FAT PROJECTS ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.20$2.1M0.06%190,569CommonSOLE
040450108ARISZ ACQ CRP; TNT ACQ DT: 11/18/2022; CASH: $10.00$2.1M0.06%188,270CommonSOLE
65445K10199 ACQ CRP; TNT ACQ DT: 5/18/2024; CASH: $10.10$2.0M0.06%200,800CommonSOLE
G5380L105LATAMGROWTH SPAC; TNT ACQ DT: 10/27/2023; CASH: $10.20$2.0M0.06%182,000CommonSOLE
72942P104PLUTONIAN ACQ CORP. TNT ACQ DT: 08/10/2023; CASH: $10.175$1.9M0.06%180,585CommonSOLE
G06984119AURORA TECH ACQ CRP; TNT ACQ DT: 6/10/2023; CASH: $10.15$1.9M0.06%173,955CommonSOLE
G1263E102BLUE WORLD ACQ CRP; TNT ACQ DT: 11/02/2023; CASH: $10.10$1.8M0.05%161,950CommonSOLE
00301w105ABERDEEN EMERGING MARKETS EQUITY INCOME FUND INC$1.7M0.05%331,700CommonSOLE
233368109KTFDWS MUNICIPAL INCOME TRUST$1.7M0.05%188,195CommonSOLE
00438Y107ACCRETION ACQ CRP; TNT ACQ DT: 04/20/2023; CASH: $10.10$1.6M0.05%151,800CommonSOLE
00306J109XJEQXABERDEEN JAPAN EQUITY FUND INC$1.6M0.05%278,494CommonSOLE
921937793BLVVANGUARD BD INDEX FD INC LONG TERM BOND$1.5M0.05%20,750CommonSOLE
G6256B106DENALI CAPITAL ACQ CRP; TNT ACQ DT: 4/7/2023; CASH: $10.20$1.5M0.05%137,050CommonSOLE
870875101SWZSWISS HELVETIA FD INC COM$1.5M0.05%182,830CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND$1.5M0.05%13,510CommonSOLE
G7308p101PYROPHYTE ACQ CRP; TNT ACQ DT: 4/27/2023; CASH: $10.25$1.5M0.04%133,275CommonSOLE
15719Y105CETUS CAPITAL ACQ CRP; TNT ACQ DT:11/01/2023; CASH: $10.25$1.4M0.04%135,403CommonSOLE
89278D109TBMCTRAILBLAZER ACQ CRP; TNT ACQ DT: 3/29/2024; CASH: $10.20$1.4M0.04%132,750CommonSOLE
46434V860TFLOISHARES TREASURY FLOATING RATE ETF$1.4M0.04%27,150CommonSOLE
128125101CSQCALAMOS STRAT TOT RETURN FD$1.3M0.04%89,658CommonSOLE
92912X101IDEVOYA INFRASTRUCTURE INDUST AND MATER FUND$1.3M0.04%122,850CommonSOLE
G3R34K103FNVTFINNOVATE ACQ CRP; TNT ACQ DT: 5/04/2023; CASH: $10.20$1.2M0.04%111,825CommonSOLE
07323B100BAYABAYVIEW ACQ CRP; TNT ACQ DT: 9/18/2024; CASH: $10.00$1.2M0.04%121,575CommonSOLE
46132K109VPVINVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST$1.2M0.04%118,926CommonSOLE
50208a102LMP CAPITAL AND INCOME FUND INC$1.2M0.04%83,344CommonSOLE
G3167L109ENPHYS ACQ CRP UNIT; TNT ACQ DT: 10/6/2023; CASH: $10.00$1.1M0.03%103,725CommonSOLE
27826U108EVNEATON VANCE MUNICIPAL INCOME TRUST$1.1M0.03%110,445CommonSOLE
368802104GAMGENERAL AMERICAN INVESTORS COMPANY, INC$1.1M0.03%25,010CommonSOLE
G5260A104KEYARCH ACQ CRP; TNT ACQ DT: 7/25/2023; CASH: $10.10$1.0M0.03%93,385CommonSOLE
G87119106TETEFTECH AND TELECOM ACQ CRP UNIT; TNT ACQ DT: 1/18/2023; CASH: $10.15$977,4870.03%84,925CommonSOLE
G9074V106TRISTAR ACQ CRP; TNT ACQ DT: 07/13/2023; CASH: $10.10$947,9150.03%87,892CommonSOLE
079174108BELLEVUE LIFE SCIENCES ACQ CRP; TNT ACQ DT: 11/10/2023; CASH: $10.20$909,8250.03%86,650CommonSOLE
464288240ACWXISHARES TR MSCI ACWI EX US$902,2340.03%17,677CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$885,2820.03%8,605CommonSOLE
169373107XXCHNXXCHINA FD INC COM$861,4720.03%84,791CommonSOLE
G5000D103IXAQFIX ACQ CRP; TNT ACQ DT: 4/7/2023; CASH: $10.05$851,4030.03%77,050CommonSOLE
44364H100HUDSON ACQ I CORP. TNT ACQ DT: 07/14/2023; CASH: $10.15$845,6150.03%79,775CommonSOLE
410123103JHSJOHN HANCOCK INCOME SECURITIES TRUST$763,3520.02%70,161CommonSOLE
758083109REDWOODS ACQ CORP. TNT ACQ DT: 4/4/2023; CASH: $10.10$755,6180.02%70,950CommonSOLE
155123102CETCENTRAL SECURITIES CORP$752,7180.02%19,929CommonSOLE
G4828B100WELNFINTEGRATED WELLNESS ACQ CRP UNIT; TNT ACQ DT: 09/13/2023; CASH: $10.20$731,8250.02%65,225CommonSOLE
46131t101INVESCO TRUST FOR INVESTMENT GRADE NEW YORK MUNICIPALS$731,8230.02%70,300CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES$728,4010.02%18,003CommonSOLE
04845A108ATLANTIC COAST ACQ CRP; TNT ACQ DT: 4/14/2023; CASH: $10.20$727,6860.02%68,975CommonSOLE
45784L100INSIGHT ACQ CRP; TNT ACQ DT: 3/02/2023; CASH: $10.05$657,6510.02%60,950CommonNONE
594918104MSFTMICROSOFT CORP COM$639,2680.02%1,700CommonSOLE
34417L109FOCUS IMPACT ACQ CRP; TNT ACQ DT: 05/01/2023; CASH: $10.20$634,3430.02%58,250CommonSOLE
G8675N109TGAAFTARGET GLOBAL ACQ CRP; TNT ACQ DT: 06/9/2023; CASH: $10.20$576,8690.02%52,300CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$568,7120.02%41,003CommonSOLE
09248E102XBFZXBLACKROCK CALIFORNIA MUNICIPAL INCOME TR$560,8150.02%46,618CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$540,4270.02%1,137CommonSOLE
G0440J109APXIFAPX ACQ CRP; TNT ACQ DT: 03/07/2023; CASH: $10.20$515,5920.02%46,200CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$491,7390.01%9,722CommonSOLE
437076102HDHOME DEPOT INC COM$485,1700.01%1,400CommonSOLE
G5259L103KERNAL ACQ CORP; TNT ACQ DT: 2/3/2023; CASH; $10.00$484,6430.01%45,125CommonSOLE
G3312W109EVERGREEN CORP; TNT ACQ DT: 08/11/2023; CASH: $10.15$482,9190.01%43,350CommonSOLE
780915104RMTROYCE MICRO-CAP TRUST INC$462,0000.01%50,000CommonSOLE
G71704103HOVRPONO CAPITAL THREE ACQ CRP; TNT ACQ DT: 8/10/2024 CASH: $10.25$460,5680.01%43,368CommonSOLE
G8210L105SLAMFSLAM CRP; TNT ACQ DT: 02/25/2023; CASH: $10.00$450,1880.01%41,492CommonSOLE
G63290111PLMJFALPINE PARTNERS TECHNOLOGY MERGER CRP; TNT ACQ DT: 7/30/2023; CASH: $10.00$446,9930.01%41,775CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$445,5260.01%4,875CommonSOLE
09260U109BCATBLACKROCK CAPITAL ALLOCATION$397,6700.01%26,600CommonSOLE
532457108LLYLILLY ELI & CO COM$396,3860.01%680CommonSOLE
83014E109SIZZLE ACQ CRP; TNT ACQ DT: 2/4/2023; CASH: $10.20$375,4380.01%34,100CommonSOLE
68389X105ORCLORACLE CORP COM$374,2770.01%3,550CommonSOLE
12811L107CHWCALAMOS GLOBAL DYNAMIC INCOME FUND$365,0680.01%63,270CommonSOLE
233276104DMYYDMY SQUARED TECHNOLOGY GROUP, INC. TNT ACQ DT: 12/30/2023; CASH: $10.15$358,6180.01%33,800CommonSOLE
95790A101IGIWESTERN ASSET INV GRA DEF OP$348,7520.01%19,838CommonSOLE
530158104USALIBERTY ALL STAR EQUITY FD SH BEN INT$320,9140.01%50,300CommonSOLE
G9831X106ZLSSFZALATORIS ACQ CRP II; TNT ACQ DT: 8/3/2024; CASH: $10.00$293,9750.01%27,500CommonSOLE
09251A104BDJBLACKROCK ENHANCED EQT DIV TR COM$281,8000.01%36,645CommonSOLE
G9R16L100VMCAFVALUENCE ACQ CRP; TNT ACQ DT: 6/1/2023; CASH: $10.30$265,7630.01%23,750CommonSOLE
G2365L101CONSILIUM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$265,7160.01%24,400CommonSOLE
600379101XHIEXMILLER/HOWARD HIGH INCOME EQUITY FUND$265,2500.01%25,000CommonSOLE
592835102MXFMEXICO FUND INC$264,9640.01%13,887CommonSOLE
02115M109ALSET CAPITAL ACQ CRP; TNT ACQ DT: 11/03/2023; CASH: $10.10$262,5000.01%25,000CommonSOLE
G0888J108BATTERY FUTURE ACQ CRP; TNT ACQ DT: 12/17/2023; CASH: $10.20$245,0470.01%22,585CommonSOLE
G3934P102GLOBAL PARTNER ACQ CRP II; TNT ACQ DT: 1/12/2023; CASH: $10.00$239,2330.01%21,650CommonSOLE
46090E103QQQINVESCO QQQ TRUST SERIES 1$235,4740.01%575CommonSOLE
670972108XNQPXNUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND$221,1550.01%19,098CommonSOLE
46434V738IEURISHARES TR CORE MSCI EURO$203,9220.01%3,706CommonSOLE
644465106GFNEW GERMANY FUND$199,9890.01%22,882CommonSOLE
G6859L105BRLSOXUS ACQ CORP; TNT ACT DT: 03/08/2023: CASH $10.20$174,1740.01%15,400CommonSOLE
09249E101BHKBLACKROCK CORE BD TR SHS BEN INT$163,6500.00%15,000CommonSOLE
36246K103GRXGABELLI HLTHCARE & WELLNESS TR SHS$149,2800.00%16,000CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUNICIPAL BOND FUND INC$147,2780.00%25,793CommonSOLE
45827K101INTEINTEGRAL ACQ CRP; TNT ACQ DT: 05/05/2023; CASH: $10.15$120,6790.00%11,174CommonSOLE
67071b108NUVEEN REAL ESTATE INCOME FUND$111,8260.00%14,300CommonSOLE
95766R104WIWWESTERN ASSET INFLATION-LINKED OPP & INC FD$108,3750.00%12,500CommonSOLE
003011103ABRDN AUSTRALIA EQUITY FUND$62,0490.00%14,330CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.