Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Karpus Management, Inc.

Q2 2024 · 13F-HR

Karpus Management, Inc.holdings as filed

Filed 2024-08-13 · accession 0001072613-24-000627

$3.55B
Reported value
230
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
670657105XNEAXNUVEEN AMT-FR QLTY MUNI INC$289.4M8.15%25,256,740CommonSOLE
670656107NRKNUVEEN NY AMT FREE MUN INCOME COM$230.8M6.50%20,815,487CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SH$185.2M5.21%370,250CommonSOLE
09253X102XMUIXBLACKROCK MUNICIPAL INCOME FUND$179.0M5.04%14,505,255CommonSOLE
67066V101NADNUVEEN QUALITY MUNICIPAL INCOME FUND$166.8M4.70%14,206,471CommonSOLE
27827X101EIMEATON VANCE MUN BD FD COM$157.5M4.43%14,885,501CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FUND INC$89.6M2.52%7,409,957CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FUND$89.3M2.52%12,460,458CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INCOME FUND$87.0M2.45%7,041,298CommonSOLE
464287200IVVISHARES CORE S&P500 ETF$85.1M2.40%155,446CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ETF$63.9M1.80%293,044CommonSOLE
67066Y105NACNUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND$61.3M1.73%5,317,679CommonSOLE
95766Q106XWIAXWESTERN ASSET CLYM INFL SEC IN COM SH BEN INT$58.9M1.66%7,355,260CommonSOLE
03464A100FINSANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST$55.0M1.55%4,447,191CommonSOLE
09257P105BTTBLACKROCK 2030 MUNICIPAL TARGET TERM TRUST$52.7M1.48%2,536,906CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF$50.7M1.43%1,157,797CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND$48.6M1.37%3,763,316CommonSOLE
09254L107MUCBLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND$40.5M1.14%3,651,260CommonSOLE
46131M106VGMINVESCO TRUST FOR INVESTMENT G$39.6M1.12%3,858,336CommonSOLE
09248F109BLACKROCK MUNICIPAL INCOME TRUST$38.2M1.07%3,738,255CommonSOLE
36242H104XGDVXGABELLI DIVD & INCOME TR COM$37.3M1.05%1,640,340CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTERNATIONAL DIVIDEND TRUST$33.3M0.94%5,963,179CommonSOLE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$33.0M0.93%123,366CommonSOLE
G33033104KDKARES II ACQ CRP; TNT ACQ DT: 4/21/2025; CASH: $10.10$32.4M0.91%3,033,167CommonSOLE
09249N101BLEBLACKROCK MUN INC TRUST II$32.3M0.91%2,990,017CommonSOLE
46133G107IQIINVESCO QUALITY MUNI INC TRST COM$30.3M0.85%3,052,903CommonSOLE
G6363K106NABORS ENERGY ACQ CRP II; TNT ACQ DT: 7/14/2024; CASH: $10.15$30.0M0.85%2,851,850CommonSOLE
09262F100ECATBlackRock ESG Capital Allocation Trust$29.0M0.82%1,654,202CommonSOLE
92840R101NFJVirtus DVD Intrst & PRM STR$28.4M0.80%2,313,065CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DIVIDEND TRUST$28.3M0.80%2,664,829CommonSOLE
670699107QQQXNUVEEN NAS100 DYN OVERWRT FD$27.1M0.76%1,081,038CommonSOLE
46131J103VKQINVESCO MUNICIPAL TRUST$26.9M0.76%2,704,702CommonSOLE
09260K101BSTZBLACKROCK SCIENCE AND TECHNOLOGY TRUST II$26.1M0.74%1,312,423CommonSOLE
27828s101EATON VANCE TAX-ADV GLOBAL DIV INCOME FUND$25.0M0.70%1,345,179CommonSOLE
55273C107MINMFS INTER INCOME TR SH BEN INT$24.7M0.70%9,298,141CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TRUST II$23.5M0.66%1,531,992CommonSOLE
27829F108XEXGXEATON VANCE TAX-MAN GLOBAL EQUITY FUND$23.3M0.66%2,758,610CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$22.9M0.65%309,249CommonSOLE
00326l100ABERDEEN TOTAL DYNAMIC DIVID$22.6M0.64%2,682,919CommonSOLE
46432F339QUALISHARES EDGE MSCI USA QUALITY$20.6M0.58%120,532CommonSOLE
67071L106NVGNUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND$19.6M0.55%1,576,963CommonSOLE
27828U106ETOEATON VANCE TAX-ADV GLOBAL DIV OPP FUND$18.4M0.52%723,450CommonSOLE
46132C107VMOINVESCO MUNICIPAL OPPORTUNITY$17.2M0.48%1,706,710CommonSOLE
92204A702VGTVANGUARD WORLD FDS INF TECH ETF$17.2M0.48%29,805CommonSOLE
45781w109INSIGHT SELECT INCOME FUND$17.1M0.48%1,050,633CommonSOLE
09260Q108BTXBLACKROCK INNOVATION & GROWTH$16.3M0.46%2,250,343CommonSOLE
233368109KTFDWS MUNICIPAL INCOME TRUST$15.3M0.43%1,612,563CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF$15.2M0.43%227,088CommonSOLE
21924b302CORNERSTONE STRATEGIC VALUE$15.1M0.42%1,960,155CommonSOLE
27829C105ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$15.1M0.42%1,823,834CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD$15.0M0.42%2,806,058CommonSOLE
723653101XHNWXPIONEER DIVERSIFIED HIGH INCOME TRUST$14.0M0.39%1,194,554CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OPP COM$13.9M0.39%2,707,410CommonSOLE
670695105NUWNUVEEN AMT-FREE MUNICIPAL VALUE$13.6M0.38%976,716CommonSOLE
27828G107XEVTXEATON VANCE TAX-ADV DVD INC$13.4M0.38%574,150CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fund III$12.4M0.35%1,105,482CommonSOLE
G8316B100SPKLSPARK ACQ CRP; TNT ACQ DT: 7/5/2025; CASH: $10.05$12.0M0.34%1,162,950CommonSOLE
G52443119KVACKEEN VISION ACQ CRP; TNT ACQ DT: 4/25/2024; CASH: $10.13$11.5M0.32%1,089,835CommonSOLE
G01341109AFJKAIMEI ACQ CRP; TNT ACQ DT: 12/02/2024; CASH: $10.10$11.4M0.32%1,103,457CommonSOLE
56064Q107MEGIMainStay CBRE GLOBAL INFRASTRUCTURE MEGATRENDS FUND$11.1M0.31%869,761CommonSOLE
G19305112RENEFCARTESIAN GROWTH CORP II, INC; TNT ACQ DT: 11/10/2023; CASH: $10.30$10.9M0.31%965,854CommonSOLE
G3937F101GLOBAL LIGHTS ACQ CRP; TNT ACQ DT: 11/16/2024; CASH: $10.05$10.8M0.30%1,045,160CommonSOLE
46132E103VKIINVESCO ADVANTAGE MUNICIPAL INCOME TRUST II$10.6M0.30%1,190,920CommonSOLE
278277108EOSEaton Vance Enhanced Equity Income Fund$10.4M0.29%479,585CommonSOLE
95790A101IGIWESTERN ASSET INV GRA DEF OP$10.4M0.29%607,276CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPAN ETF$10.4M0.29%183,796CommonSOLE
G01490112AI TRANSPORTATION ACQ CORP. TNT ACQ DT: 11/08/2024; CASH: $10.10$10.3M0.29%993,799CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC$10.2M0.29%976,646CommonSOLE
G1148A101BKHABLACK HAWK ACQ CRP; TNT ACQ DT: 6/22/2025; CASH: $10.05$10.1M0.28%997,429CommonSOLE
00326W106ASGIABERDEEN GLOBAL INFRA INCOME FUND$10.0M0.28%545,383CommonSOLE
33718W103FPFFIRST TRUST INTERMEDIATE DURATION PREFERRED & INCOME FUND$9.8M0.27%531,639CommonSOLE
092508100BTZBLACKROCK CR ALLCTN INC TR COM$9.7M0.27%910,362CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNICI$9.5M0.27%921,330CommonSOLE
G5451A103LEGTLEGATO ACQ CRP III; TNT ACQ DT: 2/08/2026; CASH: $10.00$9.3M0.26%918,275CommonSOLE
09255C106BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND INC$9.0M0.25%832,124CommonSOLE
464287861IEVISHARES EUROPE ETF$9.0M0.25%163,505CommonSOLE
92835W107ZTRVIRTUS GLOBAL DIVIDEND & INCOME FUND$8.8M0.25%1,620,034CommonSOLE
337319107FIRST TR ABERDEEN GLBL OPP FD COM SHS$8.6M0.24%1,354,873CommonSOLE
G4375F108HYACHAYMAKER 4 ACQ CRP; TNT ACQ DT: 7/25/2025; CASH: $10.10$8.5M0.24%808,975CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVS FD COM$8.4M0.24%315,518CommonSOLE
G49667101ISRLFISRAEL ACQ CORP. TNT ACQ DT: 01/18/2024; CASH: $10.20$8.4M0.24%765,268CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNICIPAL INCOME FUND II$8.4M0.24%593,606CommonSOLE
47109U104JOFJAPAN SMALLER CAPTLZTN FD INC COM$8.3M0.23%1,088,993CommonSOLE
G4790U102USARINFLECTION POINT ACQ CRP; TNT ACQ DT: 11/25/2024 CASH: $10.05$8.2M0.23%777,898CommonSOLE
617468103XCAFXMS CHINA A SHARE$7.9M0.22%668,786CommonSOLE
G89229119TMT ACQ CORP. TNT ACQ DT: 03/30/2024; CASH: $10.20$7.7M0.22%706,072CommonSOLE
670865104OCA ACQ CRP; TNT ACQ DT: 7/14/2022; CASH: $10.15$7.7M0.22%688,845CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR SH BEN INT$7.4M0.21%2,418,830CommonSOLE
922908736VUGVANGUARD GROWTH ETF$7.2M0.20%19,254CommonSOLE
00501A101ACRI CAPITAL ACQ CRP; TNT ACQ DT: 3/9/2023; CASH: $10.22$7.2M0.20%637,957CommonSOLE
78468R739SHMSPDR SER TR NUVN BR SHT MUNI$7.2M0.20%152,471CommonSOLE
34969G102FORTUNE RISE ACQ CRP; TNT ACQ DT: 05/05/2023; CASH: $10.20$7.0M0.20%626,099CommonSOLE
67066X107NANNUVEEN NY DIVID ADVNTG MUN FD COM$7.0M0.20%621,519CommonSOLE
74954L104RF ACQ CORP. TNT ACQ DT: 03/23/2023; CASH: $10.10$7.0M0.20%634,712CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC COM$6.9M0.20%866,510CommonSOLE
20607U108CNDACONCORD ACQ CRP II; TNT ACQ DT: 9/1/2023; CASH: $10.00$6.7M0.19%639,573CommonSOLE
462837105UCFIIRON HORSE ACQ CRP; TNT ACQ DT: 12/29/2024; CASH; $10.00$6.6M0.19%658,800CommonSOLE
44934N108IBACIB ACQ CRP; TNT ACQ DT: 9/26/2025; CASH: $10.05$6.6M0.19%661,250CommonSOLE
G4619M109HSPOFHORIZON SPACE ACQ I CORP. TNT ACQ DT: 09/23/2023; CASH: $10.175$6.4M0.18%582,235CommonSOLE
296424104ESHAESH ACQ CRP; TNT ACQ DT: 12/14/2024 CASH: $10.15$6.4M0.18%613,255CommonSOLE
26433C105DPGDuff & Phelps Utility & Inc$6.3M0.18%643,423CommonSOLE
87911k100TEKLA LIFE SCIENCES INVESTORS$5.7M0.16%404,384CommonSOLE
G1676M105BUKIT JALIL GLOBAL ACQ 1 LTD CORP. TNT ACQ DT: 06/30/2024; CASH: $10.15$5.7M0.16%533,671CommonSOLE
921937835BNDVANGUARD BD INDEX FD INC TOTAL BND MRKT$5.5M0.15%76,169CommonSOLE
123013104BURTECH ACQ CRP; TNT ACQ DT: 3/13/2022; CASH: $10.15$5.4M0.15%485,885CommonSOLE
G83752108SVIIFSPRING VALLEY ACQ CRP II; TNT ACQ DT: 1/13/2024; CASH: $10.25$5.3M0.15%480,505CommonSOLE
17144M102CHURCHILL CAPITAL CORP VII; TNT ACQ DT: 2/12/2023; CASH: $10.00$5.3M0.15%489,450CommonSOLE
92912R104IGAVOYA GLOBAL ADVANTAGE PREMIUM OPP FUND$5.3M0.15%595,048CommonSOLE
00302M106XAGDXABERDEEN GLOBAL DYNAMIC DIVIDEND FUND$5.2M0.15%535,490CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC SHORT TRM BOND$5.1M0.14%66,200CommonSOLE
12811L107CHWCALAMOS GLOBAL DYNAMIC INCOME FUND$5.1M0.14%737,421CommonSOLE
38136Y102GDSTGOLDENSTONE ACQ CRP; TNT ACQ DT: 12/21/2023; CASH: $10.15$5.0M0.14%443,091CommonSOLE
337318109FFAFirst Trust ENH Equity Inc$4.9M0.14%244,612CommonSOLE
G8656T109TLGYFTLGY ACQ CRP; TNT ACQ DT: 03/01/2023; CASH: $10.20$4.8M0.13%418,150CommonSOLE
318136108FINTECH ECOSYSTEM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$4.6M0.13%408,313CommonSOLE
82836N107SILVERBOX III ACQ CRP; TNT ACQ DT: 11/28/2024 CASH: $10.10$4.6M0.13%432,975CommonSOLE
066644105BNIXBANNIX ACQ CRP; TNT ACQ DT: 12/10/2022; CASH: $10.10$4.6M0.13%415,645CommonSOLE
67190B104OAKUOAK WOODS ACQ CRP; TNT ACQ DT: 3/24/2024; CASH: $10.175$4.6M0.13%419,878CommonSOLE
46434V860TFLOISHARES TREASURY FLOATING RATE ETF$4.4M0.12%86,000CommonSOLE
G7573M106RIGEL RESOURCE ACQ CRP; TNT ACQ DT: 11/05/2023; CASH: $10.68$4.2M0.12%371,000CommonSOLE
G2263T123COLISEUM ACQ CRP; TNT ACQ DT: 6/23/2023; CASH: $10.00$4.2M0.12%382,610CommonSOLE
09247F209BKTBlackrock Income Trust$4.2M0.12%350,732CommonSOLE
G0223V105ATMCALPHATIME ACQ CORP. TNT ACQ DT: 09/30/2023; CASH: $10.18$4.0M0.11%360,617CommonSOLE
37892F109GLLIGLOBALINK INVESTMENT INCE. TNT ACQ DT: 3/09/2023; CASH: $10.15$4.0M0.11%355,516CommonSOLE
746853100PPTPUTNAM PREMIET INCOME TRUST$3.8M0.11%1,065,338CommonSOLE
G0230C108ALSAFALPHA STAR ACQ CRP; TNT ACQ DT: 9/15/2023; CASH: $10.00$3.8M0.11%329,275CommonSOLE
27828Y108ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$3.7M0.10%269,576CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD ALLWRLD EX US$3.7M0.10%62,575CommonSOLE
874036106TWNTAIWAN FD INC COM$3.6M0.10%80,868CommonSOLE
G27740110DISTDISTOKEN ACQ CORP; TNT ACQ DT: 11/15/2023; CASH: $10.20$3.5M0.10%324,397CommonSOLE
G12729110BOWEN ACQ CORP. TNT ACQ DT: 04/27/2024; CASH: $10.20$3.5M0.10%327,740CommonSOLE
09254X101MUJBlackRock MuniHoldings New Jersey Quality Fund$3.5M0.10%303,280CommonSOLE
76882M104RMMZRIVERNORTH MANAGED DURATION MUNICIPAL INCOME FUND II$3.4M0.10%209,513CommonSOLE
09253T101XMVTXBLACKROCK MUNIVEST FUND II$3.4M0.10%308,100CommonSOLE
05589T104BNY MELLON MUNICIPAL INCOME INC$3.4M0.10%471,938CommonSOLE
27828N102XETYXEATON VANCE TAX-MANAGED DIV EQUITY INCOME FUND$3.4M0.10%241,052CommonSOLE
67080R102NPFDNUVEEN VARIABLE RATE PREFERRED & INCOME FUND$3.4M0.09%183,433CommonSOLE
G0R45S109AIB ACQ CRP; TNT ACQ DT: 1/21/2023; CASH: $10.10$3.4M0.09%291,950CommonSOLE
644465106GFNEW GERMANY FUND$3.4M0.09%411,884CommonSOLE
19247L106RQICOHEN & STEERS QUAL INC RLTY$3.2M0.09%274,101CommonSOLE
09260U109BCATBLACKROCK CAPITAL ALLOCATION$3.1M0.09%190,838CommonSOLE
G0283A108AMCIALPHAVEST ACQ CRP; TNT ACQ DT: 12/20/2023; CASH: $10.20$3.0M0.08%273,725CommonSOLE
89278D109TBMCTRAILBLAZER ACQ CRP; TNT ACQ DT: 3/29/2024; CASH: $10.20$2.9M0.08%266,285CommonSOLE
780910105RVTROYCE VALUE TRUST$2.9M0.08%197,120CommonSOLE
26431Q106DUET ACQ CRP; TNT ACQ DT: 4/20/2023; CASH: $10.15$2.8M0.08%254,751CommonSOLE
G4023C101GOLDEN STAR ACQ CRP; TNT ACQ DT: 3/2/2025 CASH: $10.10$2.8M0.08%257,716CommonSOLE
G06362100AURA FAT PROJECTS ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.20$2.6M0.07%234,219CommonSOLE
27829L105EOTEATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST$2.6M0.07%153,558CommonSOLE
03842W105AQUCAQUARON ACQ CRP; TNT ACQ DT: 7/4/2023; CASH: $10.15$2.6M0.07%235,130CommonSOLE
65445K10199 ACQ CRP; TNT ACQ DT: 5/18/2024; CASH: $10.10$2.5M0.07%242,448CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND$2.5M0.07%23,000CommonSOLE
746909100PIMPUTNAM MASTER INTERMEDIATE INCOME TRUST$2.5M0.07%780,209CommonSOLE
09251A104BDJBLACKROCK ENHANCED EQT DIV TR COM$2.5M0.07%304,585CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$2.4M0.07%162,488CommonSOLE
41013v100JOHN HANCOCK T/A DVD INCOME$2.4M0.07%116,726CommonSOLE
G0135E142AIMTFAIMFINITY INVESTMENT CORP. TNT ACQ DT: 07/28/2024; CASH: $10.20$2.3M0.06%202,606CommonSOLE
G38258102GENERATION ASIA ACQ CRP; TNT ACQ DT: 07/20/2023; CASH: $10.10$2.2M0.06%199,020CommonSOLE
92912X101IDEVOYA INFRASTRUCTURE INDUST AND MATER FUND$2.2M0.06%218,025CommonSOLE
01864u106ALLIANCE NATIONAL MUNICIPAL INCOME FUND$2.2M0.06%196,974CommonSOLE
35088F107FORLFOUR LEAF ACQ CRP; TNT ACQ DT: 3/17/2024; CASH: $10.30$2.2M0.06%197,908CommonSOLE
67069Y102XNXJXNUVEEN NJ DIV ADVANTAGE MUN FD COM$2.1M0.06%175,891CommonSOLE
92838J103VISION SENSING ACQ CRP; TNT ACQ DT: 11/01/2022; CASH: $10.15$2.1M0.06%183,441CommonSOLE
94987C103EODALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND$2.1M0.06%431,884CommonSOLE
G2365L101CONSILIUM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$2.1M0.06%185,050CommonSOLE
G3034H109EMCGFEMBRACE CHANGE ACQ CORP. TNT ACQ DT: 09/09/2023; CASH: $10.25$2.0M0.06%178,688CommonSOLE
77867R100ROTH CH ACQ V CORP; TNT ACQ DT: 06/03/2023; CASH: $10.15$1.9M0.05%172,885CommonSOLE
00301w105ABERDEEN EMERGING MARKETS EQUITY INCOME FUND INC$1.9M0.05%356,674CommonSOLE
870875101SWZSWISS HELVETIA FD INC COM$1.8M0.05%226,075CommonSOLE
410123103JHSJOHN HANCOCK INCOME SECURITIES TRUST$1.8M0.05%165,660CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY$1.7M0.05%78,884CommonSOLE
95766T100PAIWESTERN ASSET INCOME FD COM$1.7M0.05%140,000CommonSOLE
00306J109XJEQXABERDEEN JAPAN EQUITY FUND INC$1.6M0.05%276,819CommonSOLE
G6256B106DENALI CAPITAL ACQ CRP; TNT ACQ DT: 4/7/2023; CASH: $10.20$1.5M0.04%137,050CommonSOLE
61244M109MONTEREY CAPITAL ACQ CORP. TNT ACQ DT: 05/13/2023; CASH: $10.10$1.5M0.04%135,725CommonSOLE
46434V738IEURISHARES TR CORE MSCI EURO$1.5M0.04%26,606CommonSOLE
128125101CSQCALAMOS STRAT TOT RETURN FD$1.5M0.04%89,768CommonSOLE
G5380L105LATAMGROWTH SPAC; TNT ACQ DT: 10/27/2023; CASH: $10.20$1.5M0.04%130,900CommonSOLE
921937793BLVVANGUARD BD INDEX FD INC LONG TERM BOND$1.5M0.04%20,750CommonSOLE
36119D103FTIIFUTURETECH II ACQ CORP; TNT ACQ DT: 08/23/2023; CASH: $10.20$1.4M0.04%131,575CommonSOLE
G7308p101PYROPHYTE ACQ CRP; TNT ACQ DT: 4/27/2023; CASH: $10.25$1.4M0.04%124,016CommonSOLE
07323B100BAYABAYVIEW ACQ CRP; TNT ACQ DT: 9/18/2024; CASH: $10.00$1.4M0.04%137,775CommonSOLE
G28524117DT CLOUD ACQ CRP; TNT ACQ DT: 11/23/2024; CASH: $10.05$1.4M0.04%135,828CommonSOLE
464287440IEFISHARES LEHMAN 7-10YR TREAS$1.3M0.04%14,185CommonSOLE
15719Y105CETUS CAPITAL ACQ CRP; TNT ACQ DT:11/01/2023; CASH: $10.25$1.2M0.03%107,903CommonSOLE
G3167L109ENPHYS ACQ CRP UNIT; TNT ACQ DT: 10/6/2023; CASH: $10.00$1.1M0.03%103,725CommonSOLE
G3R34K103FNVTFINNOVATE ACQ CRP; TNT ACQ DT: 5/04/2023; CASH: $10.20$1.1M0.03%94,275CommonSOLE
G8956E109TORTOISEECOFIN ACQ CORP. TNT ACQ DT: 07/22/2023; CASH: $10.00$1.0M0.03%96,025CommonSOLE
G87119106TETEFTECH AND TELECOM ACQ CRP UNIT; TNT ACQ DT: 1/18/2023; CASH: $10.15$1.0M0.03%84,725CommonSOLE
G9074V106TRISTAR ACQ CRP; TNT ACQ DT: 07/13/2023; CASH: $10.10$979,9960.03%87,892CommonSOLE
09248l106BLACKROCK NEW YORK MUNICIPAL INCOME TRUST$962,9040.03%89,907CommonSOLE
079174108BELLEVUE LIFE SCIENCES ACQ CRP; TNT ACQ DT: 11/10/2023; CASH: $10.20$932,3540.03%86,650CommonSOLE
46132K109VPVINVESCO PENNSYLVANIA VALUE MUNICIPAL INCOME TRUST$924,8810.03%85,164CommonSOLE
09256A109CIIBLACKROCK ENH CAP & INC FD INC COM$874,3230.02%43,738CommonSOLE
G5000D103IXAQFIX ACQ CRP; TNT ACQ DT: 4/7/2023; CASH: $10.05$862,9830.02%75,900CommonSOLE
169373107XXCHNXXCHINA FD INC COM$846,9180.02%83,688CommonSOLE
594918104MSFTMICROSOFT CORP COM$759,8150.02%1,700CommonSOLE
G4828B100WELNFINTEGRATED WELLNESS ACQ CRP UNIT; TNT ACQ DT: 09/13/2023; CASH: $10.20$755,3060.02%65,225CommonSOLE
04845A108ATLANTIC COAST ACQ CRP; TNT ACQ DT: 4/14/2023; CASH: $10.20$744,2400.02%68,975CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES$729,7040.02%17,863CommonSOLE
27826U108EVNEATON VANCE MUNICIPAL INCOME TRUST$691,6280.02%66,824CommonSOLE
34417L109FOCUS IMPACT ACQ CRP; TNT ACQ DT: 05/01/2023; CASH: $10.20$637,1400.02%57,400CommonSOLE
532457108LLYLILLY ELI & CO COM$615,6580.02%680CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$614,9690.02%1,130CommonSOLE
G8675N109TGAAFTARGET GLOBAL ACQ CRP; TNT ACQ DT: 06/9/2023; CASH: $10.20$595,6970.02%52,300CommonSOLE
464288240ACWXISHARES TR MSCI ACWI EX US$545,0610.02%10,259CommonSOLE
68389X105ORCLORACLE CORP COM$501,2600.01%3,550CommonSOLE
G3312W109EVERGREEN CORP; TNT ACQ DT: 08/11/2023; CASH: $10.15$497,6580.01%43,350CommonSOLE
G5251K103KENSINGTON CAPITAL ACQ CRP V; TNT ACQ DT: 8/12/2023; CASH: $10.00$496,5300.01%44,793CommonSOLE
437076102HDHOME DEPOT INC COM$481,9360.01%1,400CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$461,2140.01%8,616CommonSOLE
G8210L105SLAMFSLAM CRP; TNT ACQ DT: 02/25/2023; CASH: $10.00$460,5610.01%41,492CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$458,9000.01%5,000CommonSOLE
G0440J109APXIFAPX ACQ CRP; TNT ACQ DT: 03/07/2023; CASH: $10.20$370,3590.01%31,900CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$309,1690.01%2,745CommonSOLE
G9831X106ZLSSFZALATORIS ACQ CRP II; TNT ACQ DT: 8/3/2024; CASH: $10.00$301,4000.01%27,500CommonSOLE
G9R16L100VMCAFVALUENCE ACQ CRP; TNT ACQ DT: 6/1/2023; CASH: $10.30$270,7030.01%23,750CommonSOLE
G7185D106PFTAPERCEPTION ACQ CRP III; TNT ACQ DT: 7/21/2023; CASH: $10.00$267,1560.01%24,600CommonSOLE
780915104RMTROYCE MICRO-CAP TRUST INC$257,3200.01%28,000CommonSOLE
155123102CETCENTRAL SECURITIES CORP$254,8320.01%5,789CommonSOLE
00548f105ADAMS NATURAL RESOURCES FUND$241,6250.01%10,234CommonSOLE
47804L102HEQJOHN HANCOCK HEDGED EQUITY & INCOME FUND$236,3000.01%22,743CommonSOLE
670972108XNQPXNUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND$226,5910.01%18,573CommonSOLE
254687106DISDISNEY WALT CO COM DISNEY$219,9270.01%2,215CommonSOLE
592835102MXFMEXICO FUND INC$213,0720.01%13,317CommonSOLE
031162100AMGNAMGEN INC COM$212,4660.01%680CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALITY FUND II INC$185,8950.01%18,225CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUNICIPAL BOND FUND INC$153,2100.00%25,793CommonSOLE
G5212E105JVSPAC ACQ CRP; TNT ACQ DT: 1/18/2025; CASH: $10.00$134,8230.00%13,270CommonSOLE
42600H108HENNESSY CAPITAL INVESTMENT CORP IV. TNT ACQ DT: 10/01/2023; CASH: $10.00$118,9510.00%11,275CommonSOLE
95766R104WIWWESTERN ASSET INFLATION-LINKED OPP & INC FD$106,3750.00%12,500CommonSOLE

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.