MondegarAI
Karpus Management, Inc.

Q2 2025 · 13F-HR

Karpus Management, Inc.holdings as filed

Filed 2025-08-14 · accession 0001072613-25-000614

$3.10B
Reported value
199
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SH$259.6M8.37%457,002CommonSOLE
670656107NRKNUVEEN NY AMT FREE MUN INCOME COM$143.6M4.63%14,487,996CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FUND INC$80.5M2.59%7,184,055CommonSOLE
464287200IVVISHARES CORE S&P500 ETF$79.5M2.56%127,960CommonSOLE
09257P105BTTBLACKROCK 2030 MUNICIPAL TARGET TERM TRUST$78.5M2.53%3,587,879CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ETF$77.0M2.48%324,978CommonSOLE
03464A100FINSANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST$71.8M2.32%5,531,335CommonSOLE
27827X101EIMEATON VANCE MUN BD FD COM$70.5M2.27%7,294,955CommonSOLE
95766Q106XWIAXWESTERN ASSET CLYM INFL SEC IN COM SH BEN INT$67.8M2.19%8,077,278CommonSOLE
921937793BLVVANGUARD BD INDEX FD INC LONG TERM BOND$64.8M2.09%931,254CommonSOLE
G1000R101AAMAA MISSION ACQ CRP; TNT ACQ DT: 8/1/2026; CASH: $10.05$62.5M2.02%6,002,484CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF$60.5M1.95%1,223,172CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FUND$59.7M1.93%9,074,236CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND$53.0M1.71%3,627,001CommonSOLE
09254L107MUCBLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND$48.2M1.55%4,659,226CommonSOLE
670699107QQQXNUVEEN NAS100 DYN OVERWRT FD$47.7M1.54%1,803,255CommonSOLE
36242H104XGDVXGABELLI DIVD & INCOME TR COM$46.5M1.50%1,788,008CommonSOLE
78468R739SHMSPDR SER TR NUVN BR SHT MUNI$43.9M1.42%918,500CommonSOLE
09248F109BLACKROCK MUNICIPAL INCOME TRUST$43.2M1.39%4,504,536CommonSOLE
09249N101BLEBLACKROCK MUN INC TRUST II$43.0M1.39%4,287,798CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX FD ALLWRLD EX US$43.0M1.39%639,394CommonSOLE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$41.9M1.35%137,997CommonSOLE
G5451A103LEGTLEGATO ACQ CRP III; TNT ACQ DT: 2/08/2026; CASH: $10.00$37.3M1.20%3,495,104CommonSOLE
46434V738IEURISHARES TR CORE MSCI EURO$31.5M1.02%475,630CommonSOLE
464287440IEFISHARES LEHMAN 7-10YR TREAS$30.1M0.97%313,969CommonSOLE
922908736VUGVANGUARD GROWTH ETF$29.7M0.96%67,753CommonSOLE
464287622IWBISHARES RUSSELL 1000 ETF$29.0M0.94%85,468CommonSOLE
922042866VPLVANGUARD FTSE PACIFIC ETF$28.7M0.92%348,892CommonSOLE
G2847J104DMAADRUGS MADE IN AMERICA ACQ CRP: 4/28/2026; CASH: $10.05$28.0M0.90%2,744,109CommonSOLE
233368109KTFDWS MUNICIPAL INCOME TRUST$27.0M0.87%3,057,936CommonSOLE
44934N108IBACIB ACQ CRP; TNT ACQ DT: 9/26/2025; CASH: $10.05$27.0M0.87%2,587,032CommonSOLE
921937835BNDVANGUARD BD INDEX FD INC TOTAL BND MRKT$26.0M0.84%352,611CommonSOLE
G75389109RFAIRF ACQUISITION CORP II. TNT ACQ DT: 11/21/2025; CASH: $10.05$25.5M0.82%2,421,042CommonSOLE
G4035N103GPATGP-ACT III ACQ CRP; TNT ACQ DT: 5/10/2026; CASH: $10.00$24.7M0.80%2,339,016CommonSOLE
G86880104TAVITAVIA ACQ CRP; TNT ACQ DT: 6/4/2026; CASH: $10.05$23.7M0.77%2,314,827CommonSOLE
921935870VTESVANGUARD SHORT-TERM TAX-EXEMPT BOND ETF$23.4M0.76%232,100CommonSOLE
G7314B104QSEAQUARTZSEA ACQ CRP; TNT ACQ DT: 6/18/2026; CASH: $10.00$23.1M0.75%2,300,475CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF$21.2M0.68%273,082CommonSOLE
81369Y605XLFFINANCIAL SELECT SECTOR SPDR$20.9M0.67%398,598CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTERNATIONAL DIVIDEND TRUST$20.3M0.65%3,498,542CommonSOLE
09255C106BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND INC$20.1M0.65%2,050,570CommonSOLE
46131J103VKQINVESCO MUNICIPAL TRUST$20.0M0.64%2,185,216CommonSOLE
G8431T101SIMASIM ACQ CRP; TNT ACQ DT8/30/2024 7/12/2026; CASH $10.00$20.0M0.64%1,917,889CommonSOLE
09249E101BHKBLACKROCK CORE BD TR SHS BEN INT$19.3M0.62%1,986,275CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC$19.0M0.61%1,997,155CommonSOLE
G24979109CHACCRANE HARBOR ACQ CRP; TNT AC DT: 4/24/2027; CASH: $10.00$18.3M0.59%1,815,750CommonSOLE
G38648104GIGGIGCAPITAL 7 ACQ CRP; TNT ACQ DT: 05/29/2026; CASH: $10.00$18.1M0.58%1,742,124CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD$18.0M0.58%3,285,168CommonSOLE
92840R101NFJVirtus DVD Intrst & PRM STR$17.8M0.57%1,437,371CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DIVIDEND TRUST$17.8M0.57%1,565,313CommonSOLE
00326l100ABERDEEN TOTAL DYNAMIC DIVID$17.7M0.57%1,997,264CommonSOLE
27828U106ETOEATON VANCE TAX-ADV GLOBAL DIV OPP FUND$17.5M0.56%644,155CommonSOLE
46131M106VGMINVESCO TRUST FOR INVESTMENT G$17.3M0.56%1,822,741CommonSOLE
92204A702VGTVANGUARD WORLD FDS INF TECH ETF$17.0M0.55%25,630CommonSOLE
27829F108XEXGXEATON VANCE TAX-MAN GLOBAL EQUITY FUND$16.3M0.52%1,858,987CommonSOLE
27828s101EATON VANCE TAX-ADV GLOBAL DIV INCOME FUND$16.2M0.52%774,459CommonSOLE
G9877L107CHARCHARLTON ASIA ACQ CRP; TNT ACQ DT: 04/24/2026; CASH: $10.025$16.1M0.52%1,570,317CommonSOLE
G0131Y100ANSCAGRICULTURE & NATURAL SOLUTIONS ACQ CRP; TNT ACQ DT: 11/10/2025; CASH: $10.00$15.4M0.50%1,417,468CommonSOLE
G8772L105TVATEXAS VENTURES ACQ CRP III; TNT ACQ DT: 10/23/2026; CASH: $10.05$15.3M0.49%1,519,975CommonSOLE
27828G107XEVTXEATON VANCE TAX-ADV DVD INC$15.2M0.49%629,393CommonSOLE
G52443119KVACKEEN VISION ACQ CRP; TNT ACQ DT: 4/25/2024; CASH: $10.13$14.8M0.48%1,305,735CommonSOLE
27829C105ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$14.7M0.47%1,695,491CommonSOLE
55273C107MINMFS INTER INCOME TR SH BEN INT$13.8M0.45%5,108,866CommonSOLE
G6004G100MACIMELAR ACQ CRP; TNT ACQ DT: 6/18/2025; CASH: $10.00$13.4M0.43%1,272,538CommonSOLE
G5S86M100LPAALAUNCH ONE ACP CRP; TNT ACQ DT: 7/12/2026; CASH: $10.00$12.7M0.41%1,215,225CommonSOLE
46641Q217BBJPJPMORGAN BETABUILDERS JAPAN ETF$12.5M0.40%202,251CommonSOLE
09258G104BSTBLACKROCK SCIENCE & TECH TR$12.3M0.40%322,983CommonSOLE
G52258111KFIIK&F GROWTH ACQ CRP; TNT ACQ DT: 11/05/2026; CASH: $10.05$12.1M0.39%1,185,425CommonSOLE
26433C105DPGDuff & Phelps Utility & Inc$12.0M0.39%970,597CommonSOLE
12811L107CHWCALAMOS GLOBAL DYNAMIC INCOME FUND$11.8M0.38%1,656,186CommonSOLE
01864u106ALLIANCE NATIONAL MUNICIPAL INCOME FUND$11.8M0.38%1,144,987CommonSOLE
G5501C109CUBLIONHEART HOLDINGS ACQ CRP; TNT ACQ DT: 6/18/2026; CASH $10.00$11.8M0.38%1,119,475CommonSOLE
G01341109AFJKAIMEI ACQ CRP; TNT ACQ DT: 12/02/2024; CASH: $10.10$11.7M0.38%1,061,419CommonSOLE
723653101XHNWXPIONEER DIVERSIFIED HIGH INCOME TRUST$11.5M0.37%920,566CommonSOLE
G19305112RENEFCARTESIAN GROWTH CORP II, INC; TNT ACQ DT: 11/10/2023; CASH: $10.30$10.8M0.35%901,719CommonSOLE
G1148A101BKHABLACK HAWK ACQ CRP; TNT ACQ DT: 6/22/2025; CASH: $10.05$10.8M0.35%1,014,329CommonSOLE
G8089R100PGACAIFEEX NEXUS ACQ CRP; TNT ACQ DT: 3/5/2026; CASH: $10.00$10.5M0.34%1,032,600CommonSOLE
09260Q108BTXBLACKROCK TECHNOLOGY AND PRIVATE EQUITY TERM TRUST$10.4M0.34%1,423,101CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OPP COM$10.4M0.34%1,798,212CommonSOLE
G01490112AI TRANSPORTATION ACQ CORP. TNT ACQ DT: 11/08/2024; CASH: $10.10$10.4M0.34%947,799CommonSOLE
G6001J107IPEXMAYWOOD ACQ CRP; TNT ACQ DT: 5/13/2026; CASH: $10.00$10.4M0.34%1,030,286CommonSOLE
56064Q107MEGIMainStay CBRE GLOBAL INFRASTRUCTURE MEGATRENDS FUND$9.8M0.32%689,551CommonSOLE
464286509EWCISHARES MSCI CDA ETF$9.2M0.30%199,599CommonSOLE
09260K101BSTZBLACKROCK SCIENCE AND TECHNOLOGY TRUST II$9.1M0.29%439,459CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC COM$9.0M0.29%903,273CommonSOLE
69374H709GCOWPACER GLOBAL CASH COWS DIVIDEND$9.0M0.29%236,522CommonSOLE
G1514D101YHNAYHN ACQ CRP; TNT ACQ DT: 12/18/2025; CASH: $10.05$8.7M0.28%842,051CommonSOLE
617468103XCAFXMS CHINA A SHARE$8.5M0.28%619,887CommonSOLE
G3530C109FSHPFLAG SHIP ACQ CRP; TNT ACQ DT: 6/18/2025; CASH $10.00$8.2M0.26%787,825CommonSOLE
464286608EZUISHARES EMU ETF$8.2M0.26%137,460CommonSOLE
47109U104JOFJAPAN SMALLER CAPTLZTN FD INC COM$8.0M0.26%827,658CommonSOLE
12664M103NOEMCO2 ENERGY TRANSITION ACQ CRP; TNT ACQ DT: 5/21/2026; CASH: $10.05$7.9M0.25%783,521CommonSOLE
G24243100COPLCOPLEY ACQ CRP; TNT ACQ DT: 4/30/2027; CASH: $10.05$7.9M0.25%781,989CommonSOLE
G7576K107RDACRising Dragon Acquisition Corp$7.8M0.25%756,325CommonSOLE
464287861IEVISHARES EUROPE ETF$7.6M0.25%120,344CommonSOLE
G93A7H104VACHVOYAGER ACQ CRP; TNT ACQ DT: 8/9/2026; CASH: $10.05$7.5M0.24%717,325CommonSOLE
G4375F108HYACHAYMAKER 4 ACQ CRP; TNT ACQ DT: 7/25/2025; CASH: $10.10$7.4M0.24%671,025CommonSOLE
G6301B101MLACMOUNTAIN LAKE ACQ CRP; TNT ACQ DT: 6/13/2026; CASH: $10.05$7.4M0.24%724,320CommonSOLE
46132C107VMOINVESCO MUNICIPAL OPPORTUNITY$7.4M0.24%807,808CommonSOLE
48249T106KIOKKR INCOME OPPORTUNITIES FUND$7.2M0.23%571,401CommonSOLE
G20873108CHENGHE ACQ CRP II; TNT ACQ DT: 6/11/2026; CASH: $10.00$7.2M0.23%688,967CommonSOLE
G7134A104PLMKPLUM ACQ CRP IV; TNT ACQ DT: 7/15/2026; CASH: $10.10$7.0M0.23%685,225CommonSOLE
92835W107ZTRVIRTUS GLOBAL DIVIDEND & INCOME FUND$7.0M0.23%1,123,948CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNICI$6.8M0.22%691,790CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$6.6M0.21%372,566CommonSOLE
462837105UCFIIRON HORSE ACQ CRP; TNT ACQ DT: 12/29/2024; CASH; $10.00$6.6M0.21%629,525CommonSOLE
G9008W105TDACTRIDENT ACQ CORP; TNT ACQ DATE: 11/30/19; CASH $10.20$6.3M0.20%616,775CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVS FD COM$6.3M0.20%223,274CommonSOLE
464286772EWYISHARES MSCI SOUTH KOREA IND$6.0M0.19%83,418CommonSOLE
G6363K106NABORS ENERGY ACQ CRP II; TNT ACQ DT: 7/14/2024; CASH: $10.15$6.0M0.19%537,778CommonSOLE
09248l106BLACKROCK NEW YORK MUNICIPAL INCOME TRUST$5.9M0.19%609,718CommonSOLE
G82745103SOULSOULPOWER ACQ CRP; TNT ACQ DT: 4/2/2027; CASH: $10.00$5.9M0.19%585,950CommonSOLE
723760104XMIOXPIONEER MUNICIPAL HIGH INCOME OPPORTUNITIES FUND$5.9M0.19%496,367CommonSOLE
G6439S109NTWONEWBURY STREET ACQ CRP II; TNT ACQ DT: 10/31/2026; CASH: $10.05$5.8M0.19%567,337CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR SH BEN INT$5.7M0.18%1,832,776CommonSOLE
87911k100TEKLA LIFE SCIENCES INVESTORS$5.5M0.18%430,720CommonSOLE
G37068106FVNFUTURE VISION ACQ CRP II; TNT ACQ DT: 03/21/2026; CASH: $10.05$5.5M0.18%529,419CommonSOLE
670657105XNEAXNUVEEN AMT-FR QLTY MUNI INC$5.5M0.18%500,732CommonSOLE
41013v100JOHN HANCOCK T/A DVD INCOME$5.3M0.17%226,036CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUNICIPAL BOND FUND INC$4.8M0.15%856,403CommonSOLE
464286400EWZISHARES BRAZIL ETF$4.8M0.15%165,578CommonSOLE
921937827BSVVANGUARD BD INDEX FD INC SHORT TRM BOND$4.8M0.15%60,670CommonSOLE
67190B104OAKUOAK WOODS ACQ CRP; TNT ACQ DT: 3/24/2024; CASH: $10.175$4.8M0.15%406,828CommonSOLE
644465106GFNEW GERMANY FUND$4.5M0.14%372,882CommonSOLE
46133G107IQIINVESCO QUALITY MUNI INC TRST COM$4.3M0.14%453,196CommonSOLE
94987C103EODALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND$4.2M0.14%780,541CommonSOLE
09253T101XMVTXBLACKROCK MUNIVEST FUND II$4.1M0.13%398,165CommonSOLE
874036106TWNTAIWAN FD INC COM$4.1M0.13%91,145CommonSOLE
G0223V105ATMCALPHATIME ACQ CORP. TNT ACQ DT: 09/30/2023; CASH: $10.18$4.0M0.13%341,817CommonSOLE
G2853N106DTSQDT CLOUD STAR ACQ CRP; TNT ACQ DT: 10/25/2025; CASH: $10.05$3.6M0.12%349,198CommonSOLE
76883Y107RFMZRIVERNORTH FLEXIBLE MUNICIPAL INCOME FUND II$3.5M0.11%278,326CommonSOLE
G6993G103PELICAN ACQ CRP; TNT ACQ DT: 8/23/2026; CASH: $10.00$3.5M0.11%350,250CommonSOLE
09254E103MYIBlackRock MuniYield Quality Fund III$3.4M0.11%327,800CommonSOLE
G32168109EURKEUREKA ACQ CRP; TNT ACQ DT: 1/12/2026; CASH $10.00$3.4M0.11%327,400CommonSOLE
09254G108XMQTXBLACKROCK MUNIYELD QUALITY FUND II$3.4M0.11%348,061CommonSOLE
09254X101MUJBlackRock MuniHoldings New Jersey Quality Fund$3.3M0.11%303,280CommonSOLE
337318109FFAFirst Trust ENH Equity Inc$3.3M0.11%160,460CommonSOLE
G8475V103SVCCSTELLAR V CAPITAL ACQ CRP; TNT ACQ DT: 6/20/2026; CASH: $10.07$3.2M0.10%314,850CommonSOLE
00301w105ABERDEEN EMERGING MARKETS EQUITY INCOME FUND INC$3.1M0.10%521,561CommonSOLE
G0283A108AMCIALPHAVEST ACQ CRP; TNT ACQ DT: 12/20/2023; CASH: $10.20$3.1M0.10%261,100CommonSOLE
G0R38G120XRPNUARMADA CQ CRP UNIT II; TNT ACQ DT: 5/16/2027; CASH: $10.00$3.1M0.10%300,000CommonSOLE
G7375C108RANGRANGE CAPITAL ACQ CRP; TNT ACQ DT: 6/20/2026; CASH: $10.05$3.0M0.10%294,860CommonSOLE
G1993W109CAPNCAYSON ACQ CRP; TNT ACQ DT:9/20/2025; CASH: $10.00$3.0M0.10%292,508CommonSOLE
G93Y0A104UYSCUY SCUTI ACQ CRP; TNT ACQ DT: 9/30/2026; CASH: $10.00$3.0M0.10%296,561CommonSOLE
G26745102POLEANDRETTI ACQ CRP II; TNT ACQ DT: 9/6/2026; CASH: $10.05$2.9M0.09%275,850CommonSOLE
67071L106NVGNUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND$2.8M0.09%235,800CommonSOLE
G5353S103LCCCLAKESHORE ACQ CRP III; TNT ACQ DT: 7/30/2026; CASH:$10.00$2.7M0.09%273,575CommonSOLE
G5S87A105LPBBLAUNCH TWO ACQ CRP; TNT ACQ DT: 01/7/2026; CASH: $10.05$2.7M0.09%256,900CommonSOLE
723762100XPMAXPIONEER MUNI HI INC ADV TRST$2.5M0.08%299,040CommonSOLE
27828Y108ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$2.4M0.08%176,120CommonSOLE
746922103PMOPUTNAM MUNI OPPORTUNITIES$2.3M0.07%231,992CommonSOLE
G7552W109RIBBRIBBON ACQ CRP; TNT ACQ DT: 1/15/2026; CASH: $10.00$2.3M0.07%225,512CommonSOLE
g4036c106GRAF INDUSTRIAL ACQ CORP; TNT ACQ DT: 9/7/2020; CASH $10.00$2.3M0.07%218,025CommonSOLE
G7490F119RTACURENATUS TACTICAL ACQ CRP UNIT; TNT ACQ DT: 5/15/2027; CASH: $10.025$2.2M0.07%174,350CommonSOLE
G2295P107COLACOLUMBUS ACQ CRP; TNT ACQ DT: 1/22/2026; CASH: $10.00$2.0M0.07%201,437CommonSOLE
G1169T104MRLNBLEICHROEDER STREET ACQ CRP; TNT ACQ DT: 10/31/2026; CASH: $10.00$2.0M0.06%194,380CommonSOLE
35088F107FORLFOUR LEAF ACQ CRP; TNT ACQ DT: 3/17/2024; CASH: $10.30$2.0M0.06%169,721CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES$1.9M0.06%52,672CommonSOLE
09253W104XMYDXBLACKROCK MUNIYIELD FUND, INC.$1.9M0.06%186,298CommonSOLE
G8193F109SZZLSIZZLE ACQ CRP II; TNT ACQ DT: 4/2/2027; CASH: $10.00$1.9M0.06%185,983CommonSOLE
410123103JHSJOHN HANCOCK INCOME SECURITIES TRUST$1.9M0.06%165,285CommonSOLE
09256A109CIIBLACKROCK ENH CAP & INC FD INC COM$1.7M0.05%78,701CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$1.6M0.05%2,630CommonSOLE
G3852D107GSHRGESHER ACQ CRP; TNT ACQ DT: 12/21/2026; CASH: $10.03$1.5M0.05%149,000CommonSOLE
870875101SWZSWISS HELVETIA FD INC COM$1.5M0.05%237,345CommonSOLE
092508100BTZBLACKROCK CR ALLCTN INC TR COM$1.4M0.04%126,780CommonSOLE
09247d105BLACKROCK MINVESTMENT QALITY MUNICIPAL TRUST$1.3M0.04%123,531CommonSOLE
G6486E102NHICNEWHOLD INVESTMENT ACQ CRP III; TNT ACQ DT: 2/28/2027; CASH: $10.05$1.2M0.04%118,700CommonSOLE
723763108XMHIXPIONEER MUNICIPAL HIGH INCOME TRUST$1.2M0.04%131,181CommonSOLE
092479104BLACKROCK MUNICIPAL INCOME QUALITY TRUST$1.1M0.04%107,191CommonSOLE
72200M108XPCKXPIMCO CALIFORNIA MUNICIPAL INCOME FUND II$1.1M0.04%208,395CommonSOLE
09251A104BDJBLACKROCK ENHANCED EQT DIV TR COM$1.1M0.04%125,304CommonSOLE
169373107XXCHNXXCHINA FD INC COM$1.1M0.03%71,172CommonSOLE
76882M104RMMZRIVERNORTH MANAGED DURATION MUNICIPAL INCOME FUND II$1.0M0.03%74,002CommonSOLE
128125101CSQCALAMOS STRAT TOT RETURN FD$1.0M0.03%55,333CommonSOLE
67066V101NADNUVEEN QUALITY MUNICIPAL INCOME FUND$963,0380.03%85,300CommonSOLE
G7633M104DRDBROMAN DBDR ACQ CRP II; TNT ACQ DT: 12/17/2026; CASH: $10.05$911,4040.03%88,400CommonSOLE
G93Y09107VINE HILL CAPITAL ACQ CRP; TNT ACQ DT: 6/26/2026; CASH: $10.05$880,5160.03%84,665CommonSOLE
594918104MSFTMICROSOFT CORP COM$845,5970.03%1,700CommonSOLE
68389X105ORCLORACLE CORP COM$776,1370.03%3,550CommonSOLE
G3106N109FTWEQV VENTURES ACQ CRP V; TNT ACQ DT: 8/7/2026; CASH: $10.00$691,5580.02%65,800CommonSOLE
78468R663BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF$668,7120.02%7,290CommonSOLE
464288679SHVISHARES SHORT TREASURY BOND$662,5200.02%6,000CommonSOLE
46132E103VKIINVESCO ADVANTAGE MUNICIPAL INCOME TRUST II$577,5300.02%69,000CommonSOLE
532457108LLYLILLY ELI & CO COM$530,0800.02%680CommonSOLE
437076102HDHOME DEPOT INC COM$513,2960.02%1,400CommonSOLE
72201E105PIMCO NEW YORK MUNICIPAL FUND III$450,5720.01%85,987CommonSOLE
46432F339QUALISHARES EDGE MSCI USA QUALITY$417,7440.01%2,285CommonSOLE
72201A103XPMQXPIMCO MUNICIPAL INCOME FUND III$410,0430.01%59,773CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$408,8040.01%6,810CommonSOLE
464288240ACWXISHARES TR MSCI ACWI EX US$368,0780.01%6,040CommonSOLE
67069Y102XNXJXNUVEEN NJ DIV ADVANTAGE MUN FD COM$329,3770.01%29,020CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INCOME FUND$300,4160.01%25,203CommonSOLE
254687106DISDISNEY WALT CO COM DISNEY$274,6820.01%2,215CommonSOLE
922042742VTVANGUARD TOTAL WORLD STOCK ETF$258,9680.01%2,015CommonSOLE
47804L102HEQJOHN HANCOCK HEDGED EQUITY & INCOME FUND$239,0340.01%22,593CommonSOLE
G9675P102WLACWILLOW LANE ACQ CRP; TNT ACQ DT: 11/08/2026; CASH: $10.03$230,1750.01%22,500CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALITY FUND II INC$174,5960.01%18,225CommonSOLE
G2124S108CHPGCHAMPIONSGATE ACQ CRP; TNT ACQ DT: 11/27/2026; CASH: $10.05$124,7500.00%12,475CommonSOLE

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.