MondegarAI
Karpus Management, Inc.

Q3 2024 · 13F-HR

Karpus Management, Inc.holdings as filed

Filed 2024-11-13 · accession 0001072613-24-000832

$3.60B
Reported value
220
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SH$243.2M6.76%460,828CommonSOLE
670656107NRKNUVEEN NY AMT FREE MUN INCOME COM$224.5M6.24%20,045,531CommonSOLE
09253X102XMUIXBLACKROCK MUNICIPAL INCOME FUND$220.5M6.13%17,529,582CommonSOLE
670657105XNEAXNUVEEN AMT-FR QLTY MUNI INC$177.5M4.93%14,832,403CommonSOLE
67066V101NADNUVEEN QUALITY MUNICIPAL INCOME FUND$108.1M3.00%8,730,821CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FUND INC$92.4M2.57%7,306,392CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FUND$90.7M2.52%11,939,487CommonSOLE
27827X101EIMEATON VANCE MUN BD FD COM$89.6M2.49%8,330,247CommonSOLE
464287200IVVISHARES CORE S&P500 ETF$86.8M2.41%150,563CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ETF$77.4M2.15%326,241CommonSOLE
95766Q106XWIAXWESTERN ASSET CLYM INFL SEC IN COM SH BEN INT$65.4M1.82%7,649,348CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF$57.9M1.61%1,209,273CommonSOLE
03464A100FINSANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST$57.3M1.59%4,335,056CommonSOLE
09257P105BTTBLACKROCK 2030 MUNICIPAL TARGET TERM TRUST$55.8M1.55%2,581,522CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND$49.6M1.38%3,864,628CommonSOLE
670699107QQQXNUVEEN NAS100 DYN OVERWRT FD$43.7M1.21%1,740,752CommonSOLE
36242H104XGDVXGABELLI DIVD & INCOME TR COM$43.2M1.20%1,767,378CommonSOLE
09254L107MUCBLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND$41.9M1.16%3,634,107CommonSOLE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$41.3M1.15%145,703CommonSOLE
67066Y105NACNUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND$38.6M1.07%3,249,820CommonSOLE
09248F109BLACKROCK MUNICIPAL INCOME TRUST$36.9M1.02%3,487,171CommonSOLE
G5451A103LEGTLEGATO ACQ CRP III; TNT ACQ DT: 2/08/2026; CASH: $10.00$35.1M0.98%3,442,491CommonSOLE
09249N101BLEBLACKROCK MUN INC TRUST II$33.6M0.93%2,985,554CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTERNATIONAL DIVIDEND TRUST$32.3M0.90%5,576,068CommonSOLE
G33033104KDKARES II ACQ CRP; TNT ACQ DT: 4/21/2025; CASH: $10.10$32.2M0.89%2,970,317CommonSOLE
G6363K106NABORS ENERGY ACQ CRP II; TNT ACQ DT: 7/14/2024; CASH: $10.15$32.0M0.89%3,000,315CommonSOLE
G4035N103GPATGP-ACT III ACQ CRP; TNT ACQ DT: 5/10/2026; CASH: $10.00$30.2M0.84%2,994,189CommonSOLE
46131M106VGMINVESCO TRUST FOR INVESTMENT G$29.9M0.83%2,827,728CommonSOLE
92840R101NFJVirtus DVD Intrst & PRM STR$29.1M0.81%2,234,568CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DIVIDEND TRUST$27.9M0.77%2,474,953CommonSOLE
44934N108IBACIB ACQ CRP; TNT ACQ DT: 9/26/2025; CASH: $10.05$26.4M0.73%2,641,482CommonSOLE
27828s101EATON VANCE TAX-ADV GLOBAL DIV INCOME FUND$25.5M0.71%1,313,080CommonSOLE
G75389109RFAIRF ACQUISITION CORP II. TNT ACQ DT: 11/21/2025; CASH: $10.05$25.5M0.71%2,510,291CommonSOLE
09262F100ECATBlackRock ESG Capital Allocation Trust$25.0M0.69%1,409,407CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$24.9M0.69%318,226CommonSOLE
55273C107MINMFS INTER INCOME TR SH BEN INT$24.0M0.67%8,830,123CommonSOLE
09260K101BSTZBLACKROCK SCIENCE AND TECHNOLOGY TRUST II$24.0M0.67%1,248,143CommonSOLE
27829F108XEXGXEATON VANCE TAX-MAN GLOBAL EQUITY FUND$23.6M0.66%2,711,109CommonSOLE
233368109KTFDWS MUNICIPAL INCOME TRUST$23.2M0.64%2,325,849CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TRUST II$23.1M0.64%1,460,675CommonSOLE
00326l100ABERDEEN TOTAL DYNAMIC DIVID$22.5M0.62%2,467,926CommonSOLE
46131J103VKQINVESCO MUNICIPAL TRUST$22.3M0.62%2,177,909CommonSOLE
46432F339QUALISHARES EDGE MSCI USA QUALITY$20.2M0.56%112,409CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF$19.7M0.55%277,284CommonSOLE
46133G107IQIINVESCO QUALITY MUNI INC TRST COM$19.4M0.54%1,859,690CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD$18.9M0.53%3,374,870CommonSOLE
464287440IEFISHARES LEHMAN 7-10YR TREAS$18.9M0.52%192,400CommonSOLE
27828U106ETOEATON VANCE TAX-ADV GLOBAL DIV OPP FUND$18.8M0.52%706,855CommonSOLE
G1000R101AAMAA MISSION ACQ CRP; TNT ACQ DT: 8/1/2026; CASH: $10.05$18.4M0.51%1,833,025CommonSOLE
922908736VUGVANGUARD GROWTH ETF$18.1M0.50%47,056CommonSOLE
45781w109INSIGHT SELECT INCOME FUND$18.0M0.50%1,021,745CommonSOLE
92204A702VGTVANGUARD WORLD FDS INF TECH ETF$17.2M0.48%29,329CommonSOLE
78468R739SHMSPDR SER TR NUVN BR SHT MUNI$16.7M0.46%346,918CommonSOLE
27829C105ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$16.4M0.46%1,894,216CommonSOLE
27828G107XEVTXEATON VANCE TAX-ADV DVD INC$16.1M0.45%651,267CommonSOLE
G20315100ALFCENTURION ACQ CRP; TNT ACQ DT: 6/13/2026; CASH: $10.00$16.1M0.45%1,601,985CommonSOLE
21924b302CORNERSTONE STRATEGIC VALUE$14.9M0.41%1,935,104CommonSOLE
G52443119KVACKEEN VISION ACQ CRP; TNT ACQ DT: 4/25/2024; CASH: $10.13$14.8M0.41%1,372,585CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INCOME FUND$14.3M0.40%1,092,796CommonSOLE
G6004G100MACIMELAR ACQ CRP; TNT ACQ DT: 6/18/2025; CASH: $10.00$14.3M0.40%1,429,611CommonSOLE
G5501C109CUBLIONHEART HOLDINGS ACQ CRP; TNT ACQ DT: 6/18/2026; CASH $10.00$14.0M0.39%1,404,550CommonSOLE
09260Q108BTXBLACKROCK INNOVATION & GROWTH$13.8M0.38%1,830,675CommonSOLE
723653101XHNWXPIONEER DIVERSIFIED HIGH INCOME TRUST$13.8M0.38%1,121,165CommonSOLE
G0131Y100ANSCAGRICULTURE & NATURAL SOLUTIONS ACQ CRP; TNT ACQ DT: 11/10/2025; CASH: $10.00$13.4M0.37%1,298,050CommonSOLE
G8431T101SIMASIM ACQ CRP; TNT ACQ DT8/30/2024 7/12/2026; CASH $10.00$13.4M0.37%1,341,950CommonSOLE
G4375F108HYACHAYMAKER 4 ACQ CRP; TNT ACQ DT: 7/25/2025; CASH: $10.10$13.3M0.37%1,243,450CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OPP COM$13.2M0.37%2,339,525CommonSOLE
670695105NUWNUVEEN AMT-FREE MUNICIPAL VALUE$12.4M0.34%872,250CommonSOLE
G8316B100SPKLSPARK ACQ CRP; TNT ACQ DT: 7/5/2025; CASH: $10.05$12.1M0.34%1,155,600CommonSOLE
56064Q107MEGIMainStay CBRE GLOBAL INFRASTRUCTURE MEGATRENDS FUND$12.1M0.34%811,014CommonSOLE
46434V738IEURISHARES TR CORE MSCI EURO$12.0M0.33%196,328CommonSOLE
46132C107VMOINVESCO MUNICIPAL OPPORTUNITY$11.8M0.33%1,149,626CommonSOLE
G01341109AFJKAIMEI ACQ CRP; TNT ACQ DT: 12/02/2024; CASH: $10.10$11.6M0.32%1,103,302CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPAN ETF$11.4M0.32%193,005CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC$11.3M0.31%1,049,176CommonSOLE
26433C105DPGDuff & Phelps Utility & Inc$11.3M0.31%960,830CommonSOLE
G19305112RENEFCARTESIAN GROWTH CORP II, INC; TNT ACQ DT: 11/10/2023; CASH: $10.30$11.0M0.31%961,184CommonSOLE
G1148A101BKHABLACK HAWK ACQ CRP; TNT ACQ DT: 6/22/2025; CASH: $10.05$11.0M0.31%1,075,379CommonSOLE
09255C106BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND INC$10.9M0.30%972,720CommonSOLE
G3937F101GLOBAL LIGHTS ACQ CRP; TNT ACQ DT: 11/16/2024; CASH: $10.05$10.7M0.30%1,026,210CommonSOLE
921937835BNDVANGUARD BD INDEX FD INC TOTAL BND MRKT$10.5M0.29%140,060CommonSOLE
95790A101IGIWESTERN ASSET INV GRA DEF OP$10.5M0.29%582,641CommonSOLE
G01490112AI TRANSPORTATION ACQ CORP. TNT ACQ DT: 11/08/2024; CASH: $10.10$10.4M0.29%988,074CommonSOLE
278277108EOSEaton Vance Enhanced Equity Income Fund$10.1M0.28%467,134CommonSOLE
92835W107ZTRVIRTUS GLOBAL DIVIDEND & INCOME FUND$9.9M0.27%1,590,885CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVS FD COM$9.4M0.26%312,790CommonSOLE
464287861IEVISHARES EUROPE ETF$9.4M0.26%160,850CommonSOLE
092508100BTZBLACKROCK CR ALLCTN INC TR COM$9.1M0.25%809,960CommonSOLE
617468103XCAFXMS CHINA A SHARE$9.1M0.25%671,089CommonSOLE
G20873108CHENGHE ACQ CRP II; TNT ACQ DT: 6/11/2026; CASH: $10.00$9.0M0.25%896,342CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNICI$8.9M0.25%824,978CommonSOLE
G5S86M100LPAALAUNCH ONE ACP CRP; TNT ACQ DT: 7/12/2026; CASH: $10.00$8.8M0.25%884,300CommonSOLE
47109U104JOFJAPAN SMALLER CAPTLZTN FD INC COM$8.8M0.24%1,059,528CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC COM$8.5M0.24%931,926CommonSOLE
G49667101ISRLFISRAEL ACQ CORP. TNT ACQ DT: 01/18/2024; CASH: $10.20$8.4M0.23%748,043CommonSOLE
G4790U102USARINFLECTION POINT ACQ CRP; TNT ACQ DT: 11/25/2024 CASH: $10.05$8.3M0.23%776,098CommonSOLE
G38648104GIGGIGCAPITAL 7 ACQ CRP; TNT ACQ DT: 05/29/2026; CASH: $10.00$8.1M0.23%819,950CommonSOLE
G3530C109FSHPFLAG SHIP ACQ CRP; TNT ACQ DT: 6/18/2025; CASH $10.00$8.1M0.23%810,950CommonSOLE
67071L106NVGNUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND$7.9M0.22%591,216CommonSOLE
G89229119TMT ACQ CORP. TNT ACQ DT: 03/30/2024; CASH: $10.20$7.9M0.22%703,677CommonSOLE
670865104OCA ACQ CRP; TNT ACQ DT: 7/14/2022; CASH: $10.15$7.7M0.21%688,832CommonSOLE
G32168109EURKEUREKA ACQ CRP; TNT ACQ DT: 1/12/2026; CASH $10.00$7.5M0.21%745,250CommonSOLE
00501A101ACRI CAPITAL ACQ CRP; TNT ACQ DT: 3/9/2023; CASH: $10.22$7.4M0.21%637,750CommonSOLE
00326W106ASGIABERDEEN GLOBAL INFRA INCOME FUND$7.4M0.20%364,166CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR SH BEN INT$7.3M0.20%2,207,385CommonSOLE
87911k100TEKLA LIFE SCIENCES INVESTORS$7.1M0.20%468,598CommonSOLE
05589T104BNY MELLON MUNICIPAL INCOME INC$7.1M0.20%964,638CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fund III$7.0M0.19%579,325CommonSOLE
12811L107CHWCALAMOS GLOBAL DYNAMIC INCOME FUND$6.9M0.19%964,134CommonSOLE
462837105UCFIIRON HORSE ACQ CRP; TNT ACQ DT: 12/29/2024; CASH; $10.00$6.7M0.19%659,625CommonSOLE
G4619M109HSPOFHORIZON SPACE ACQ I CORP. TNT ACQ DT: 09/23/2023; CASH: $10.175$6.4M0.18%571,529CommonSOLE
G63212107MBAVM3-BRIGADE ACQ CRO V; TNT ACQ DT: 8/1/2026; CASH: $10.05$6.3M0.17%626,747CommonSOLE
G3106N109FTWEQV VENTURES ACQ CRP V; TNT ACQ DT: 8/7/2026; CASH: $10.00$6.2M0.17%626,150CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNICIPAL INCOME FUND II$6.2M0.17%426,810CommonSOLE
296424104ESHAESH ACQ CRP; TNT ACQ DT: 12/14/2024 CASH: $10.15$6.0M0.17%569,805CommonSOLE
20607U108CNDACONCORD ACQ CRP II; TNT ACQ DT: 9/1/2023; CASH: $10.00$6.0M0.17%576,973CommonSOLE
34969G102FORTUNE RISE ACQ CRP; TNT ACQ DT: 05/05/2023; CASH: $10.20$5.9M0.16%516,599CommonSOLE
09251A104BDJBLACKROCK ENHANCED EQT DIV TR COM$5.8M0.16%674,209CommonSOLE
46434V860TFLOISHARES TREASURY FLOATING RATE ETF$5.7M0.16%112,100CommonSOLE
00302M106XAGDXABERDEEN GLOBAL DYNAMIC DIVIDEND FUND$5.5M0.15%520,417CommonSOLE
41013v100JOHN HANCOCK T/A DVD INCOME$5.4M0.15%233,808CommonSOLE
G83752108SVIIFSPRING VALLEY ACQ CRP II; TNT ACQ DT: 1/13/2024; CASH: $10.25$5.4M0.15%479,905CommonSOLE
92912R104IGAVOYA GLOBAL ADVANTAGE PREMIUM OPP FUND$5.3M0.15%553,455CommonSOLE
G28524117DT CLOUD ACQ CRP; TNT ACQ DT: 11/23/2024; CASH: $10.05$5.2M0.14%505,678CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD ALLWRLD EX US$5.2M0.14%82,212CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC SHORT TRM BOND$5.2M0.14%65,725CommonSOLE
123013104BURTECH ACQ CRP; TNT ACQ DT: 3/13/2022; CASH: $10.15$4.9M0.14%435,885CommonSOLE
38136Y102GDSTGOLDENSTONE ACQ CRP; TNT ACQ DT: 12/21/2023; CASH: $10.15$4.9M0.14%438,691CommonSOLE
G8656T109TLGYFTLGY ACQ CRP; TNT ACQ DT: 03/01/2023; CASH: $10.20$4.8M0.13%415,400CommonSOLE
337318109FFAFirst Trust ENH Equity Inc$4.8M0.13%234,392CommonSOLE
67190B104OAKUOAK WOODS ACQ CRP; TNT ACQ DT: 3/24/2024; CASH: $10.175$4.6M0.13%416,628CommonSOLE
46132E103VKIINVESCO ADVANTAGE MUNICIPAL INCOME TRUST II$4.6M0.13%495,157CommonSOLE
09258G104BSTBLACKROCK SCIENCE & TECH TR$4.4M0.12%123,532CommonSOLE
G2263T123COLISEUM ACQ CRP; TNT ACQ DT: 6/23/2023; CASH: $10.00$4.0M0.11%360,710CommonSOLE
G0223V105ATMCALPHATIME ACQ CORP. TNT ACQ DT: 09/30/2023; CASH: $10.18$4.0M0.11%356,817CommonSOLE
37892F109GLLIGLOBALINK INVESTMENT INCE. TNT ACQ DT: 3/09/2023; CASH: $10.15$4.0M0.11%349,316CommonSOLE
19247L106RQICOHEN & STEERS QUAL INC RLTY$3.7M0.10%264,557CommonSOLE
27828Y108ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$3.7M0.10%267,872CommonSOLE
09254X101MUJBlackRock MuniHoldings New Jersey Quality Fund$3.7M0.10%303,280CommonSOLE
644465106GFNEW GERMANY FUND$3.6M0.10%407,384CommonSOLE
G12729110BOWEN ACQ CORP. TNT ACQ DT: 04/27/2024; CASH: $10.20$3.5M0.10%327,740CommonSOLE
746853100PPTPUTNAM PREMIET INCOME TRUST$3.5M0.10%943,662CommonSOLE
G27740110DISTDISTOKEN ACQ CORP; TNT ACQ DT: 11/15/2023; CASH: $10.20$3.5M0.10%320,203CommonSOLE
67080R102NPFDNUVEEN VARIABLE RATE PREFERRED & INCOME FUND$3.4M0.10%181,708CommonSOLE
27828N102XETYXEATON VANCE TAX-MANAGED DIV EQUITY INCOME FUND$3.4M0.09%232,490CommonSOLE
874036106TWNTAIWAN FD INC COM$3.3M0.09%74,751CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$3.2M0.09%202,579CommonSOLE
464286509EWCISHARES MSCI CDA ETF$3.2M0.09%76,725CommonSOLE
67066X107NANNUVEEN NY DIVID ADVNTG MUN FD COM$3.2M0.09%269,531CommonSOLE
09253T101XMVTXBLACKROCK MUNIVEST FUND II$3.2M0.09%278,878CommonSOLE
G2853N106DTSQDT CLOUD STAR ACQ CRP; TNT ACQ DT: 10/25/2025; CASH: $10.05$3.2M0.09%315,880CommonSOLE
G0283A108AMCIALPHAVEST ACQ CRP; TNT ACQ DT: 12/20/2023; CASH: $10.20$3.0M0.08%273,725CommonSOLE
780910105RVTROYCE VALUE TRUST$3.0M0.08%194,023CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND$2.9M0.08%25,950CommonSOLE
26431Q106DUET ACQ CRP; TNT ACQ DT: 4/20/2023; CASH: $10.15$2.9M0.08%253,226CommonSOLE
76882M104RMMZRIVERNORTH MANAGED DURATION MUNICIPAL INCOME FUND II$2.8M0.08%173,876CommonSOLE
89278D109TBMCTRAILBLAZER ACQ CRP; TNT ACQ DT: 3/29/2024; CASH: $10.20$2.8M0.08%257,435CommonSOLE
G4023C101GOLDEN STAR ACQ CRP; TNT ACQ DT: 3/2/2025 CASH: $10.10$2.7M0.07%246,216CommonSOLE
03842W105AQUCAQUARON ACQ CRP; TNT ACQ DT: 7/4/2023; CASH: $10.15$2.5M0.07%232,255CommonSOLE
92912X101IDEVOYA INFRASTRUCTURE INDUST AND MATER FUND$2.5M0.07%216,810CommonSOLE
09260U109BCATBLACKROCK CAPITAL ALLOCATION$2.4M0.07%145,162CommonSOLE
G0135E142AIMTFAIMFINITY INVESTMENT CORP. TNT ACQ DT: 07/28/2024; CASH: $10.20$2.3M0.06%202,106CommonSOLE
67069Y102XNXJXNUVEEN NJ DIV ADVANTAGE MUN FD COM$2.3M0.06%175,891CommonSOLE
01864u106ALLIANCE NATIONAL MUNICIPAL INCOME FUND$2.3M0.06%191,776CommonSOLE
94987C103EODALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND$2.2M0.06%443,414CommonSOLE
G38258102GENERATION ASIA ACQ CRP; TNT ACQ DT: 07/20/2023; CASH: $10.10$2.2M0.06%194,820CommonSOLE
G93A7H104VACHVOYAGER ACQ CRP; TNT ACQ DT: 8/9/2026; CASH: $10.05$2.1M0.06%210,550CommonSOLE
G2365L101CONSILIUM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$2.1M0.06%185,050CommonSOLE
35088F107FORLFOUR LEAF ACQ CRP; TNT ACQ DT: 3/17/2024; CASH: $10.30$2.0M0.05%180,821CommonSOLE
00301w105ABERDEEN EMERGING MARKETS EQUITY INCOME FUND INC$2.0M0.05%347,615CommonSOLE
410123103JHSJOHN HANCOCK INCOME SECURITIES TRUST$1.9M0.05%165,285CommonSOLE
77867R100ROTH CH ACQ V CORP; TNT ACQ DT: 06/03/2023; CASH: $10.15$1.9M0.05%171,335CommonSOLE
921937793BLVVANGUARD BD INDEX FD INC LONG TERM BOND$1.9M0.05%25,328CommonSOLE
870875101SWZSWISS HELVETIA FD INC COM$1.9M0.05%212,490CommonSOLE
g4036c106GRAF INDUSTRIAL ACQ CORP; TNT ACQ DT: 9/7/2020; CASH $10.00$1.8M0.05%184,100CommonSOLE
09256A109CIIBLACKROCK ENH CAP & INC FD INC COM$1.8M0.05%92,685CommonSOLE
09247F209BKTBlackrock Income Trust$1.8M0.05%143,865CommonSOLE
95766T100PAIWESTERN ASSET INCOME FD COM$1.8M0.05%138,890CommonSOLE
00306J109XJEQXABERDEEN JAPAN EQUITY FUND INC$1.7M0.05%274,805CommonSOLE
G5380L105LATAMGROWTH SPAC; TNT ACQ DT: 10/27/2023; CASH: $10.20$1.5M0.04%130,900CommonSOLE
464286400EWZISHARES BRAZIL ETF$1.5M0.04%51,135CommonSOLE
07323B100BAYABAYVIEW ACQ CRP; TNT ACQ DT: 9/18/2024; CASH: $10.00$1.4M0.04%136,375CommonSOLE
G7308p101PYROPHYTE ACQ CRP; TNT ACQ DT: 4/27/2023; CASH: $10.25$1.4M0.04%118,416CommonSOLE
G3R34K103FNVTFINNOVATE ACQ CRP; TNT ACQ DT: 5/04/2023; CASH: $10.20$1.1M0.03%93,500CommonSOLE
169373107XXCHNXXCHINA FD INC COM$1.1M0.03%82,896CommonSOLE
G87119106TETEFTECH AND TELECOM ACQ CRP UNIT; TNT ACQ DT: 1/18/2023; CASH: $10.15$1.0M0.03%84,725CommonSOLE
128125101CSQCALAMOS STRAT TOT RETURN FD$1.0M0.03%59,468CommonSOLE
09248l106BLACKROCK NEW YORK MUNICIPAL INCOME TRUST$933,9770.03%84,907CommonSOLE
G5000D103IXAQFIX ACQ CRP; TNT ACQ DT: 4/7/2023; CASH: $10.05$879,6810.02%75,900CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES$854,1980.02%20,372CommonSOLE
G4828B100WELNFINTEGRATED WELLNESS ACQ CRP UNIT; TNT ACQ DT: 09/13/2023; CASH: $10.20$769,0030.02%65,225CommonSOLE
594918104MSFTMICROSOFT CORP COM$731,5100.02%1,700CommonSOLE
746922103PMOPUTNAM MUNI OPPORTUNITIES$674,1650.02%61,850CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$648,3490.02%1,130CommonSOLE
G3167L109ENPHYS ACQ CRP UNIT; TNT ACQ DT: 10/6/2023; CASH: $10.00$632,3360.02%57,225CommonSOLE
68389X105ORCLORACLE CORP COM$604,9200.02%3,550CommonSOLE
532457108LLYLILLY ELI & CO COM$602,4390.02%680CommonSOLE
34417L109FOCUS IMPACT ACQ CRP; TNT ACQ DT: 05/01/2023; CASH: $10.20$587,9280.02%52,400CommonSOLE
437076102HDHOME DEPOT INC COM$567,2800.02%1,400CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$560,0410.02%6,100CommonSOLE
464288240ACWXISHARES TR MSCI ACWI EX US$554,1180.02%9,684CommonSOLE
G3312W109EVERGREEN CORP; TNT ACQ DT: 08/11/2023; CASH: $10.15$505,8950.01%43,350CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$473,1160.01%8,241CommonSOLE
G8210L105SLAMFSLAM CRP; TNT ACQ DT: 02/25/2023; CASH: $10.00$462,2210.01%41,492CommonSOLE
G0440J109APXIFAPX ACQ CRP; TNT ACQ DT: 03/07/2023; CASH: $10.20$320,9250.01%27,500CommonSOLE
G9831X106ZLSSFZALATORIS ACQ CRP II; TNT ACQ DT: 8/3/2024; CASH: $10.00$298,3750.01%27,500CommonSOLE
G9R16L100VMCAFVALUENCE ACQ CRP; TNT ACQ DT: 6/1/2023; CASH: $10.30$273,7240.01%23,750CommonSOLE
47804L102HEQJOHN HANCOCK HEDGED EQUITY & INCOME FUND$258,2670.01%23,543CommonSOLE
031162100AMGNAMGEN INC COM$219,1030.01%680CommonSOLE
00548f105ADAMS NATURAL RESOURCES FUND$216,7350.01%9,334CommonSOLE
155123102CETCENTRAL SECURITIES CORP$215,8610.01%4,709CommonSOLE
254687106DISDISNEY WALT CO COM DISNEY$213,0610.01%2,215CommonSOLE
00287Y109ABBVABBVIE INC COM$207,3540.01%1,050CommonSOLE
592835102MXFMEXICO FUND INC$194,8420.01%12,912CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALITY FUND II INC$194,8250.01%18,225CommonSOLE
780915104RMTROYCE MICRO-CAP TRUST INC$171,1730.00%17,812CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUNICIPAL BOND FUND INC$160,6900.00%25,793CommonSOLE
G5212E105JVSPAC ACQ CRP; TNT ACQ DT: 1/18/2025; CASH: $10.00$136,7470.00%13,225CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGIES FUND$111,8780.00%16,900CommonSOLE
95766R104WIWWESTERN ASSET INFLATION-LINKED OPP & INC FD$110,5000.00%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.