MondegarAI
Karpus Management, Inc.

Q1 2025 · 13F-HR

Karpus Management, Inc.holdings as filed

Filed 2025-05-14 · accession 0001072613-25-000398

$3.09B
Reported value
202
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SH$237.3M7.69%461,800CommonSOLE
670656107NRKNUVEEN NY AMT FREE MUN INCOME COM$184.8M5.99%17,942,460CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FUND INC$87.4M2.83%7,446,755CommonSOLE
464287200IVVISHARES CORE S&P500 ETF$78.7M2.55%140,091CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FUND$72.4M2.35%10,331,144CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ETF$72.3M2.34%326,238CommonSOLE
27827X101EIMEATON VANCE MUN BD FD COM$69.9M2.27%7,013,648CommonSOLE
670657105XNEAXNUVEEN AMT-FR QLTY MUNI INC$68.7M2.23%6,131,607CommonSOLE
95766Q106XWIAXWESTERN ASSET CLYM INFL SEC IN COM SH BEN INT$65.1M2.11%7,805,355CommonSOLE
09257P105BTTBLACKROCK 2030 MUNICIPAL TARGET TERM TRUST$64.0M2.07%3,012,742CommonSOLE
G1000R101AAMAA MISSION ACQ CRP; TNT ACQ DT: 8/1/2026; CASH: $10.05$63.0M2.04%6,043,528CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF$54.8M1.78%1,211,646CommonSOLE
09254L107MUCBLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND$53.9M1.75%5,029,383CommonSOLE
03464A100FINSANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST$47.8M1.55%3,542,306CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND$45.2M1.46%3,685,746CommonSOLE
09248F109BLACKROCK MUNICIPAL INCOME TRUST$43.6M1.41%4,408,579CommonSOLE
670699107QQQXNUVEEN NAS100 DYN OVERWRT FD$43.1M1.40%1,815,285CommonSOLE
36242H104XGDVXGABELLI DIVD & INCOME TR COM$42.8M1.39%1,772,709CommonSOLE
09249N101BLEBLACKROCK MUN INC TRUST II$41.1M1.33%3,952,989CommonSOLE
G5451A103LEGTLEGATO ACQ CRP III; TNT ACQ DT: 2/08/2026; CASH: $10.00$40.3M1.30%3,837,341CommonSOLE
464287440IEFISHARES LEHMAN 7-10YR TREAS$40.0M1.30%419,287CommonSOLE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$39.0M1.27%142,072CommonSOLE
G4035N103GPATGP-ACT III ACQ CRP; TNT ACQ DT: 5/10/2026; CASH: $10.00$37.1M1.20%3,608,177CommonSOLE
67066V101NADNUVEEN QUALITY MUNICIPAL INCOME FUND$36.7M1.19%3,188,063CommonSOLE
78468R739SHMSPDR SER TR NUVN BR SHT MUNI$34.3M1.11%721,219CommonSOLE
46131M106VGMINVESCO TRUST FOR INVESTMENT G$30.9M1.00%3,104,734CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD ALLWRLD EX US$30.2M0.98%498,627CommonSOLE
46434V738IEURISHARES TR CORE MSCI EURO$28.3M0.92%470,998CommonSOLE
44934N108IBACIB ACQ CRP; TNT ACQ DT: 9/26/2025; CASH: $10.05$27.0M0.87%2,618,457CommonSOLE
921937835BNDVANGUARD BD INDEX FD INC TOTAL BND MRKT$26.8M0.87%364,581CommonSOLE
G75389109RFAIRF ACQUISITION CORP II. TNT ACQ DT: 11/21/2025; CASH: $10.05$25.8M0.83%2,483,225CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTERNATIONAL DIVIDEND TRUST$24.8M0.80%4,424,334CommonSOLE
922908736VUGVANGUARD GROWTH ETF$24.6M0.80%66,366CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$24.6M0.80%339,211CommonSOLE
G86880104TAVITAVIA ACQ CRP; TNT ACQ DT: 6/4/2026; CASH: $10.05$23.5M0.76%2,342,800CommonSOLE
G2847J104DMAADRUGS MADE IN AMERICA ACQ CRP: 4/28/2026; CASH: $10.05$23.3M0.75%2,324,034CommonSOLE
233368109KTFDWS MUNICIPAL INCOME TRUST$22.3M0.72%2,373,160CommonSOLE
27828s101EATON VANCE TAX-ADV GLOBAL DIV INCOME FUND$22.2M0.72%1,216,913CommonSOLE
G8431T101SIMASIM ACQ CRP; TNT ACQ DT8/30/2024 7/12/2026; CASH $10.00$21.5M0.70%2,103,425CommonSOLE
46131J103VKQINVESCO MUNICIPAL TRUST$21.4M0.69%2,219,715CommonSOLE
09255C106BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND INC$20.9M0.68%2,062,999CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DIVIDEND TRUST$20.6M0.67%1,899,146CommonSOLE
27829F108XEXGXEATON VANCE TAX-MAN GLOBAL EQUITY FUND$20.2M0.66%2,485,763CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC$20.0M0.65%2,017,756CommonSOLE
G38648104GIGGIGCAPITAL 7 ACQ CRP; TNT ACQ DT: 05/29/2026; CASH: $10.00$19.1M0.62%1,890,424CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF$19.0M0.62%271,231CommonSOLE
55273C107MINMFS INTER INCOME TR SH BEN INT$19.0M0.61%7,049,977CommonSOLE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$18.6M0.60%374,200CommonSOLE
92840R101NFJVirtus DVD Intrst & PRM STR$18.0M0.58%1,483,588CommonSOLE
05589T104BNY MELLON MUNICIPAL INCOME INC$18.0M0.58%2,501,319CommonSOLE
00326l100ABERDEEN TOTAL DYNAMIC DIVID$17.8M0.58%2,125,320CommonSOLE
G6004G100MACIMELAR ACQ CRP; TNT ACQ DT: 6/18/2025; CASH: $10.00$16.7M0.54%1,633,263CommonSOLE
G20315100ALFCENTURION ACQ CRP; TNT ACQ DT: 6/13/2026; CASH: $10.00$16.5M0.53%1,607,039CommonSOLE
27828U106ETOEATON VANCE TAX-ADV GLOBAL DIV OPP FUND$16.2M0.53%659,449CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD$16.1M0.52%3,287,465CommonSOLE
G5501C109CUBLIONHEART HOLDINGS ACQ CRP; TNT ACQ DT: 6/18/2026; CASH $10.00$15.7M0.51%1,524,050CommonSOLE
G6363K106NABORS ENERGY ACQ CRP II; TNT ACQ DT: 7/14/2024; CASH: $10.15$15.6M0.51%1,428,492CommonSOLE
G52443119KVACKEEN VISION ACQ CRP; TNT ACQ DT: 4/25/2024; CASH: $10.13$15.0M0.49%1,332,985CommonSOLE
27828G107XEVTXEATON VANCE TAX-ADV DVD INC$14.8M0.48%635,312CommonSOLE
G5S86M100LPAALAUNCH ONE ACP CRP; TNT ACQ DT: 7/12/2026; CASH: $10.00$14.4M0.47%1,409,675CommonSOLE
G9877L107CHARCHARLTON ASIA ACQ CRP; TNT ACQ DT: 04/24/2026; CASH: $10.025$14.3M0.46%1,423,492CommonSOLE
27829C105ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$14.3M0.46%1,727,970CommonSOLE
92204A702VGTVANGUARD WORLD FDS INF TECH ETF$14.0M0.45%25,814CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TRUST II$13.7M0.44%919,646CommonSOLE
G0131Y100ANSCAGRICULTURE & NATURAL SOLUTIONS ACQ CRP; TNT ACQ DT: 11/10/2025; CASH: $10.00$13.5M0.44%1,266,493CommonSOLE
26433C105DPGDuff & Phelps Utility & Inc$12.5M0.41%1,023,720CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OPP COM$12.4M0.40%2,154,853CommonSOLE
G8316B100SPKLSPARK ACQ CRP; TNT ACQ DT: 7/5/2025; CASH: $10.05$12.2M0.40%1,138,800CommonSOLE
09260K101BSTZBLACKROCK SCIENCE AND TECHNOLOGY TRUST II$12.1M0.39%683,781CommonSOLE
G01341109AFJKAIMEI ACQ CRP; TNT ACQ DT: 12/02/2024; CASH: $10.10$11.9M0.38%1,079,107CommonSOLE
G52258111KFIIK&F GROWTH ACQ CRP; TNT ACQ DT: 11/05/2026; CASH: $10.05$11.7M0.38%1,179,650CommonSOLE
46132C107VMOINVESCO MUNICIPAL OPPORTUNITY$11.3M0.37%1,188,432CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$11.2M0.36%36,450CommonSOLE
723653101XHNWXPIONEER DIVERSIFIED HIGH INCOME TRUST$11.2M0.36%934,903CommonSOLE
G1148A101BKHABLACK HAWK ACQ CRP; TNT ACQ DT: 6/22/2025; CASH: $10.05$11.2M0.36%1,058,929CommonSOLE
G3937F101GLOBAL LIGHTS ACQ CRP; TNT ACQ DT: 11/16/2024; CASH: $10.05$10.9M0.35%1,006,135CommonSOLE
G19305112RENEFCARTESIAN GROWTH CORP II, INC; TNT ACQ DT: 11/10/2023; CASH: $10.30$10.9M0.35%914,894CommonSOLE
G01490112AI TRANSPORTATION ACQ CORP. TNT ACQ DT: 11/08/2024; CASH: $10.10$10.5M0.34%952,824CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPAN ETF$10.5M0.34%186,185CommonSOLE
56064Q107MEGIMainStay CBRE GLOBAL INFRASTRUCTURE MEGATRENDS FUND$10.4M0.34%782,006CommonSOLE
09262F100ECATBlackRock ESG Capital Allocation Trust$10.2M0.33%645,959CommonSOLE
09258G104BSTBLACKROCK SCIENCE & TECH TR$9.9M0.32%300,768CommonSOLE
09260Q108BTXBLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST$9.3M0.30%1,487,902CommonSOLE
G6301B101MLACMOUNTAIN LAKE ACQ CRP; TNT ACQ DT: 6/13/2026; CASH: $10.05$9.2M0.30%919,800CommonSOLE
G4375F108HYACHAYMAKER 4 ACQ CRP; TNT ACQ DT: 7/25/2025; CASH: $10.10$9.2M0.30%838,525CommonSOLE
G8089R100PGACAIFEEX NEXUS ACQ CRP; TNT ACQ DT: 3/5/2026; CASH: $10.00$9.0M0.29%902,825CommonSOLE
G3530C109FSHPFLAG SHIP ACQ CRP; TNT ACQ DT: 6/18/2025; CASH $10.00$9.0M0.29%869,121CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC COM$8.9M0.29%916,056CommonSOLE
G1514D101YHNAYHN ACQ CRP; TNT ACQ DT: 12/18/2025; CASH: $10.05$8.8M0.29%864,522CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$8.8M0.28%509,215CommonSOLE
12811L107CHWCALAMOS GLOBAL DYNAMIC INCOME FUND$8.6M0.28%1,346,031CommonSOLE
G6001J107IPEXMAYWOOD ACQ CRP; TNT ACQ DT: 5/13/2026; CASH: $10.00$8.5M0.27%854,761CommonSOLE
47109U104JOFJAPAN SMALLER CAPTLZTN FD INC COM$8.3M0.27%994,595CommonSOLE
48249T106KIOKKR INCOME OPPORTUNITIES FUND$8.3M0.27%676,301CommonSOLE
G20873108CHENGHE ACQ CRP II; TNT ACQ DT: 6/11/2026; CASH: $10.00$8.1M0.26%793,767CommonSOLE
464287861IEVISHARES EUROPE ETF$8.1M0.26%139,266CommonSOLE
617468103XCAFXMS CHINA A SHARE$8.1M0.26%617,811CommonSOLE
G7576K107RDACRising Dragon Acquisition Corp$7.9M0.26%775,400CommonSOLE
921937793BLVVANGUARD BD INDEX FD INC LONG TERM BOND$7.9M0.25%111,580CommonSOLE
01864u106ALLIANCE NATIONAL MUNICIPAL INCOME FUND$7.8M0.25%718,077CommonSOLE
G32168109EURKEUREKA ACQ CRP; TNT ACQ DT: 1/12/2026; CASH $10.00$7.6M0.25%740,200CommonSOLE
G93A7H104VACHVOYAGER ACQ CRP; TNT ACQ DT: 8/9/2026; CASH: $10.05$7.5M0.24%739,325CommonSOLE
G4R103107GSR ACQ CRP III; TNT ACQ DT: 8/7/2026; CASH: $10.00$7.2M0.23%716,696CommonSOLE
12664M103NOEMCO2 ENERGY TRANSITION ACQ CRP; TNT ACQ DT: 5/21/2026; CASH: $10.05$7.2M0.23%721,246CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNICI$7.1M0.23%693,040CommonSOLE
G3106N109FTWEQV VENTURES ACQ CRP V; TNT ACQ DT: 8/7/2026; CASH: $10.00$7.1M0.23%701,500CommonSOLE
92835W107ZTRVIRTUS GLOBAL DIVIDEND & INCOME FUND$6.9M0.22%1,158,709CommonSOLE
462837105UCFIIRON HORSE ACQ CRP; TNT ACQ DT: 12/29/2024; CASH; $10.00$6.7M0.22%635,475CommonSOLE
67066Y105NACNUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND$6.6M0.22%591,389CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVS FD COM$6.6M0.21%269,488CommonSOLE
G63212107MBAVM3-BRIGADE ACQ CRO V; TNT ACQ DT: 8/1/2026; CASH: $10.05$6.2M0.20%607,597CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR SH BEN INT$6.1M0.20%1,936,879CommonSOLE
464286509EWCISHARES MSCI CDA ETF$6.1M0.20%150,158CommonSOLE
G9008W105TDACTRIDENT ACQ CORP; TNT ACQ DATE: 11/30/19; CASH $10.20$6.1M0.20%606,925CommonSOLE
46133G107IQIINVESCO QUALITY MUNI INC TRST COM$6.1M0.20%631,564CommonSOLE
G6439S109NTWONEWBURY STREET ACQ CRP II; TNT ACQ DT: 10/31/2026; CASH: $10.05$5.9M0.19%590,599CommonSOLE
87911k100TEKLA LIFE SCIENCES INVESTORS$5.9M0.19%467,691CommonSOLE
09248l106BLACKROCK NEW YORK MUNICIPAL INCOME TRUST$5.9M0.19%580,390CommonSOLE
41013v100JOHN HANCOCK T/A DVD INCOME$5.5M0.18%230,311CommonSOLE
G37068106FVNFUTURE VISION ACQ CRP II; TNT ACQ DT: 03/21/2026; CASH: $10.05$5.4M0.18%534,994CommonSOLE
09251A104BDJBLACKROCK ENHANCED EQT DIV TR COM$5.3M0.17%610,555CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC SHORT TRM BOND$5.1M0.17%65,620CommonSOLE
38136Y102GDSTGOLDENSTONE ACQ CRP; TNT ACQ DT: 12/21/2023; CASH: $10.15$5.0M0.16%438,691CommonSOLE
67190B104OAKUOAK WOODS ACQ CRP; TNT ACQ DT: 3/24/2024; CASH: $10.175$4.8M0.15%410,703CommonSOLE
G7134A104PLMKPLUM ACQ CRP IV; TNT ACQ DT: 7/15/2026; CASH: $10.10$4.5M0.15%450,600CommonSOLE
644465106GFNEW GERMANY FUND$4.4M0.14%446,429CommonSOLE
G2295P107COLACOLUMBUS ACQ CRP; TNT ACQ DT: 1/22/2026; CASH: $10.00$4.1M0.13%407,712CommonSOLE
G0223V105ATMCALPHATIME ACQ CORP. TNT ACQ DT: 09/30/2023; CASH: $10.18$4.0M0.13%342,567CommonSOLE
G2853N106DTSQDT CLOUD STAR ACQ CRP; TNT ACQ DT: 10/25/2025; CASH: $10.05$4.0M0.13%387,248CommonSOLE
94987C103EODALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND$3.9M0.12%778,373CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNICIPAL INCOME FUND II$3.7M0.12%277,395CommonSOLE
464286400EWZISHARES BRAZIL ETF$3.5M0.11%136,897CommonSOLE
09253T101XMVTXBLACKROCK MUNIVEST FUND II$3.5M0.11%333,128CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fund III$3.5M0.11%318,200CommonSOLE
09254X101MUJBlackRock MuniHoldings New Jersey Quality Fund$3.4M0.11%303,280CommonSOLE
337318109FFAFirst Trust ENH Equity Inc$3.4M0.11%174,631CommonSOLE
G26745102POLEANDRETTI ACQ CRP II; TNT ACQ DT: 9/6/2026; CASH: $10.05$3.3M0.11%326,850CommonSOLE
27828Y108ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$3.2M0.10%242,724CommonSOLE
746853100PPTPUTNAM PREMIET INCOME TRUST$3.1M0.10%852,316CommonSOLE
G0283A108AMCIALPHAVEST ACQ CRP; TNT ACQ DT: 12/20/2023; CASH: $10.20$3.0M0.10%261,725CommonSOLE
G5S87A105LPBBLAUNCH TWO ACQ CRP; TNT ACQ DT: 01/7/2026; CASH: $10.05$2.8M0.09%276,761CommonSOLE
G1993W109CAPNCAYSON ACQ CRP; TNT ACQ DT:9/20/2025; CASH: $10.00$2.7M0.09%264,406CommonSOLE
89278D109TBMCTRAILBLAZER ACQ CRP; TNT ACQ DT: 3/29/2024; CASH: $10.20$2.7M0.09%237,890CommonSOLE
00301w105ABERDEEN EMERGING MARKETS EQUITY INCOME FUND INC$2.6M0.08%521,791CommonSOLE
g4036c106GRAF INDUSTRIAL ACQ CORP; TNT ACQ DT: 9/7/2020; CASH $10.00$2.5M0.08%245,975CommonSOLE
G7375C108RANGRANGE CAPITAL ACQ CRP; TNT ACQ DT: 6/20/2026; CASH: $10.05$2.4M0.08%236,689CommonSOLE
G1153L109BLACK SPADE ACQ CRP II; TNT ACQ DT: 08/28/2026; CASH: $10.00$2.3M0.08%231,235CommonSOLE
870875101SWZSWISS HELVETIA FD INC COM$2.3M0.07%247,460CommonSOLE
G2365L101CONSILIUM ACQ CRP; TNT ACQ DT: 7/13/2023; CASH: $10.15$2.2M0.07%185,050CommonSOLE
G8475V103SVCCSTELLAR V CAPITAL ACQ CRP; TNT ACQ DT: 6/20/2026; CASH: $10.07$2.2M0.07%215,350CommonSOLE
G7552W109RIBBRIBBON ACQ CRP; TNT ACQ DT: 1/15/2026; CASH: $10.00$2.1M0.07%214,691CommonSOLE
G1169T104MRLNBLEICHROEDER STREET ACQ CRP; TNT ACQ DT: 10/31/2026; CASH: $10.00$2.1M0.07%206,130CommonSOLE
921935870VTESVANGUARD SHORT-TERM TAX-EXEMPT BOND ETF$2.0M0.07%20,050CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES$2.0M0.06%51,715CommonSOLE
35088F107FORLFOUR LEAF ACQ CRP; TNT ACQ DT: 3/17/2024; CASH: $10.30$2.0M0.06%173,321CommonSOLE
03842W105AQUCAQUARON ACQ CRP; TNT ACQ DT: 7/4/2023; CASH: $10.15$1.9M0.06%163,746CommonSOLE
410123103JHSJOHN HANCOCK INCOME SECURITIES TRUST$1.9M0.06%165,285CommonSOLE
092508100BTZBLACKROCK CR ALLCTN INC TR COM$1.7M0.06%163,139CommonSOLE
874036106TWNTAIWAN FD INC COM$1.6M0.05%48,889CommonSOLE
09256A109CIIBLACKROCK ENH CAP & INC FD INC COM$1.6M0.05%85,160CommonSOLE
07323B100BAYABAYVIEW ACQ CRP; TNT ACQ DT: 9/18/2024; CASH: $10.00$1.4M0.05%128,125CommonSOLE
09253W104XMYDXBLACKROCK MUNIYIELD FUND, INC.$1.4M0.04%128,498CommonSOLE
76882M104RMMZRIVERNORTH MANAGED DURATION MUNICIPAL INCOME FUND II$1.2M0.04%80,023CommonSOLE
00306J109XJEQXABERDEEN JAPAN EQUITY FUND INC$1.2M0.04%180,685CommonSOLE
G7633M104DRDBROMAN DBDR ACQ CRP II; TNT ACQ DT: 12/17/2026; CASH: $10.05$1.2M0.04%114,950CommonSOLE
46132E103VKIINVESCO ADVANTAGE MUNICIPAL INCOME TRUST II$1.0M0.03%122,380CommonSOLE
746922103PMOPUTNAM MUNI OPPORTUNITIES$1.0M0.03%99,548CommonSOLE
169373107XXCHNXXCHINA FD INC COM$965,4470.03%75,191CommonSOLE
G93Y09107VINE HILL CAPITAL ACQ CRP; TNT ACQ DT: 6/26/2026; CASH: $10.05$871,7840.03%85,890CommonSOLE
128125101CSQCALAMOS STRAT TOT RETURN FD$863,0900.03%53,343CommonSOLE
09254G108XMQTXBLACKROCK MUNIYELD QUALITY FUND II$853,3300.03%85,333CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$839,0850.03%1,500CommonSOLE
092479104BLACKROCK MUNICIPAL INCOME QUALITY TRUST$826,9230.03%76,709CommonSOLE
00326W106ASGIABERDEEN GLOBAL INFRA INCOME FUND$708,7510.02%38,540CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND$690,3750.02%6,250CommonSOLE
92912R104IGAVOYA GLOBAL ADVANTAGE PREMIUM OPP FUND$677,1530.02%68,957CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INCOME FUND$654,6130.02%53,525CommonSOLE
G21301109CCIXCHURCHILL CAPTIAL ACQ CRP IX; TNT ACQ DT: 05/03/2026; CASH: $10.00$647,4000.02%60,000CommonSOLE
594918104MSFTMICROSOFT CORP COM$638,1630.02%1,700CommonSOLE
00302M106XAGDXABERDEEN GLOBAL DYNAMIC DIVIDEND FUND$637,7290.02%64,029CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$598,5380.02%6,525CommonSOLE
532457108LLYLILLY ELI & CO COM$561,6190.02%680CommonSOLE
723762100XPMAXPIONEER MUNI HI INC ADV TRST$530,8850.02%63,579CommonSOLE
437076102HDHOME DEPOT INC COM$513,0860.02%1,400CommonSOLE
G3312W109EVERGREEN CORP; TNT ACQ DT: 08/11/2023; CASH: $10.15$509,4100.02%42,100CommonSOLE
92912X101IDEVOYA INFRASTRUCTURE INDUST AND MATER FUND$497,3230.02%47,006CommonSOLE
68389X105ORCLORACLE CORP COM$496,3260.02%3,550CommonSOLE
67071L106NVGNUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND$489,0100.02%39,500CommonSOLE
46432F339QUALISHARES EDGE MSCI USA QUALITY$414,4080.01%2,425CommonSOLE
464288240ACWXISHARES TR MSCI ACWI EX US$368,1880.01%6,640CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$367,5360.01%6,810CommonSOLE
67069Y102XNXJXNUVEEN NJ DIV ADVANTAGE MUN FD COM$341,5650.01%29,020CommonSOLE
09247d105BLACKROCK MINVESTMENT QALITY MUNICIPAL TRUST$302,4970.01%26,327CommonSOLE
G9R16L100VMCAFVALUENCE ACQ CRP; TNT ACQ DT: 6/1/2023; CASH: $10.30$279,0630.01%23,750CommonSOLE
47804L102HEQJOHN HANCOCK HEDGED EQUITY & INCOME FUND$234,9670.01%22,593CommonSOLE
G9675P102WLACWILLOW LANE ACQ CRP; TNT ACQ DT: 11/08/2026; CASH: $10.03$225,4500.01%22,500CommonSOLE
00287Y109ABBVABBVIE INC COM$219,9960.01%1,050CommonSOLE
254687106DISDISNEY WALT CO COM DISNEY$218,6210.01%2,215CommonSOLE
031162100AMGNAMGEN INC COM$211,8540.01%680CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALITY FUND II INC$182,2500.01%18,225CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUNICIPAL BOND FUND INC$148,8260.00%25,793CommonSOLE
G5212E105JVSPAC ACQ CRP; TNT ACQ DT: 1/18/2025; CASH: $10.00$140,8440.00%13,200CommonSOLE

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.