MondegarAI
1607 Capital Partners, LLC

Q4 2024 · 13F-HR

1607 Capital Partners, LLCholdings as filed

Filed 2025-02-13 · accession 0001172661-25-000817

$1.24B
Reported value
131
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434G822EWJISHARES INC$81.1M6.52%1,209,283CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$70.3M5.65%3,338,600CommonSOLE
46435U853USHYISHARES TR$61.4M4.93%1,668,600CommonSOLE
46429B267GOVTISHARES TR$58.8M4.72%2,558,892CommonSOLE
464287226AGGISHARES TR$46.8M3.76%483,125CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$38.0M3.05%692,000CommonSOLE
47109U104JOFJAPAN SMALLER CAPITALIZATION$37.5M3.01%4,886,335CommonSOLE
464286749EWLISHARES INC$36.9M2.96%801,914CommonSOLE
464287440IEFISHARES TR$34.3M2.75%370,611CommonSOLE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$31.5M2.53%1,954,798CommonSOLE
464286608EZUISHARES INC$26.9M2.16%570,741CommonSOLE
670928100NUVNUVEEN MUN VALUE FD INC$22.8M1.83%2,655,203CommonSOLE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$21.7M1.74%2,650,494CommonSOLE
368802104GAMGENERAL AMERN INVS CO INC$21.4M1.72%419,306CommonSOLE
55273C107MINMFS INTER INCOME TR$20.2M1.62%7,575,555CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$18.8M1.51%415,055CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$17.5M1.40%2,112,328CommonSOLE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$17.4M1.40%644,987CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNS F$17.3M1.39%1,695,366CommonSOLE
00301W105AEFABRDN EMRG MKTS EQTY INCM FD$17.1M1.37%3,295,495CommonSOLE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$17.0M1.37%1,254,393CommonSOLE
00306J109XJEQXABRDN JAPAN EQUITY FUND INC$16.7M1.34%2,909,956CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$15.6M1.25%1,446,729CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$15.1M1.21%746,861CommonSOLE
298768102EEAEUROPEAN EQUITY FD INC$14.8M1.19%1,816,430CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$14.1M1.13%587,126CommonSOLE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$14.0M1.12%382,122CommonSOLE
233368109KTFDWS MUN INCOME TR NEW$13.3M1.07%1,409,479CommonSOLE
464287242LQDISHARES TR$12.9M1.03%120,350CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$12.6M1.02%788,578CommonSOLE
410123103JHSHANCOCK JOHN INCOME SECS TR$12.5M1.00%1,112,680CommonSOLE
644465106GFNEW GERMANY FD INC$12.5M1.00%1,596,923CommonSOLE
617468103XCAFXMORGAN STANLEY CHINA A SH FD$11.7M0.94%940,097CommonSOLE
880191101EMFTEMPLETON EMERGING MKTS FD$11.7M0.94%979,172CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TE$11.6M0.93%802,679CommonSOLE
64124P101NBHNEUBERGER BERMAN MUN FD INC$11.2M0.90%1,086,362CommonSOLE
45781W109INSIGHT SELECT INCOME FD$11.0M0.88%631,939CommonSOLE
872340104TSITCW STRATEGIC INCOME FD INC$10.6M0.85%2,202,483CommonSOLE
874036106TWNTAIWAN FD INC$10.4M0.84%269,820CommonSOLE
003011103ABRDN AUSTRALIA EQUITY FD IN$9.6M0.77%2,301,525CommonSOLE
27829L105EOTEATON VANCE NATL MUN OPPORT$9.6M0.77%580,520CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$9.3M0.75%1,754,366CommonSOLE
67061T101NIMNUVEEN SELECT MAT MUN FD$8.9M0.71%1,021,532CommonSOLE
36242H104XGDVXGABELLI DIVID & INCOME TR$8.6M0.69%355,605CommonSOLE
95766T100PAIWESTERN ASSET INVESTMENT GRA$8.3M0.67%662,505CommonSOLE
155123102CETCENTRAL SECS CORP$8.1M0.65%177,482CommonSOLE
410142103JHIHANCOCK JOHN INVT TR II$7.3M0.59%536,545CommonSOLE
94987D101ERCALLSPRING MULTI SECTOR INCOM$7.2M0.58%783,438CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR$7.1M0.57%2,296,908CommonSOLE
746853100PPTPUTNAM PREMIER INCOME TR$7.0M0.56%1,961,373CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES TR$6.7M0.54%176,012CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$6.5M0.52%315,019CommonSOLE
92912P108IHDVOYA EMERGING MKTS HIGH DIVI$6.4M0.52%1,279,435CommonSOLE
27828U106ETOEATON VANCE TAX-ADVANTAGED G$6.3M0.51%248,949CommonSOLE
27828S101ETGEATON VANCE TX ADV GLBL DIV$6.2M0.50%342,801CommonSOLE
500634209KFKOREA FD INC$6.0M0.48%326,923CommonSOLE
27828X100ETBEATON VANCE TAX MNGED BUY WR$6.0M0.48%401,835CommonSOLE
67062M105NNYNUVEEN N Y MUN VALUE FD$5.7M0.46%705,978CommonSOLE
112830104RABROOKFIELD REAL ASSETS INCOM$5.5M0.44%415,520CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$5.5M0.44%130,958CommonSOLE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$5.1M0.41%608,109CommonSOLE
958435109SBIWESTERN ASSET INTER MUNI FD$4.9M0.39%627,499CommonSOLE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$4.8M0.39%310,250CommonSOLE
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$4.4M0.35%289,771CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.3M0.34%7,265CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD I$4.1M0.33%732,060CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$3.9M0.31%551,113CommonSOLE
94987E109ERHALLSPRING UTILITIES AND HIGH$3.9M0.31%360,064CommonSOLE
6706EW100XSSPXNUVEEN S&P 500 DYNAMIC OVERW$3.7M0.30%208,686CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$3.7M0.30%362,681CommonSOLE
957664105WEAWESTERN ASSET PREMIER BD FD$3.6M0.29%333,247CommonSOLE
92840R101NFJVIRTUS DIVIDEND INTEREST & P$3.6M0.29%281,178CommonSOLE
92829B101VGIVIRTUS GLOBAL MULTI-SECTOR I$3.5M0.28%462,083CommonSOLE
746909100PIMPUTNAM MASTER INTER INCOME T$3.5M0.28%1,065,778CommonSOLE
870875101SWZSWISS HELVETIA FD INC$3.4M0.28%459,592CommonSOLE
09260K101BSTZBLACKROCK SCIENCE & TECHNOLO$3.3M0.27%160,857CommonSOLE
169373107XXCHNXXCHINA FD INC$3.3M0.26%276,146CommonSOLE
592835102MXFMEXICO FD INC$3.3M0.26%246,686CommonSOLE
87911K100HQLABRDN LIFE SCIENCES INVESTOR$3.2M0.26%247,147CommonSOLE
67075J107JMMNUVEEN MULTI-MKT INCOME FD$3.2M0.26%524,932CommonSOLE
18914C100XGLQXCLOUGH GLOBAL EQUITY FD$3.1M0.25%466,061CommonSOLE
67063V104XNXNXNUVEEN N Y SELECT TAX FREE I$3.1M0.25%273,085CommonSOLE
67062C107NCANUVEEN CALIFORNIA MUNI VLU F$3.1M0.25%364,971CommonSOLE
94987C103EODALLSPRING GLOBAL DIVIDEND OP$2.8M0.22%562,546CommonSOLE
67062J102NMINUVEEN MUN INCOME FD INC$2.7M0.22%288,375CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$2.4M0.19%18,000CommonSOLE
23334J107DTFDTF TAX-FREE INCOME 2028 TER$2.4M0.19%210,636CommonSOLE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$2.3M0.19%144,100CommonSOLE
85208J109FUNDSPROTT FOCUS TR INC$2.3M0.18%310,073CommonSOLE
09249N101BLEBLACKROCK MUNI INCOME TR II$2.2M0.18%212,930CommonSOLE
09255K108XEGFXBLACKROCK ENHANCED GOVT FD I$2.1M0.17%220,343CommonSOLE
33733U108FCTFIRST TR SR FLTG RATE INCOME$2.1M0.17%201,208CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$2.0M0.16%337,051CommonSOLE
09260Q108BTXBLACKROCK INNOVATION AND GRW$2.0M0.16%265,940CommonSOLE
09660L105DHFBNY MELLON HIGH YIELD STRATE$1.8M0.15%713,713CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$1.7M0.14%366,188CommonSOLE
36465E101GNTGAMCO NAT RES GOLD & INCOME$1.5M0.12%291,402CommonSOLE
95790A101IGIWESTERN ASSET INVT GRADE OPP$1.5M0.12%92,900CommonSOLE
890930100TPZTORTOISE CAPITAL SERIES TRUS$1.5M0.12%75,319CommonSOLE
09256A109CIIBLACKROCK ENHANCD CAP & INM$1.5M0.12%73,452CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$1.5M0.12%149,985CommonSOLE
76882G107OPPRIVERNORTH DOUBLELINE STRATE$1.5M0.12%174,450CommonSOLE
00548F105PEOADAM NAT RES FD INC$1.3M0.11%61,634CommonSOLE
35472T101FTFFRANKLIN LTD DURATION INCOME$1.3M0.10%192,438CommonSOLE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$1.2M0.10%206,145CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVT FD$1.1M0.09%44,771CommonSOLE
33734E103FMYFIRST TR MTG INCOME FD$1.1M0.09%92,352CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUN BD$1.1M0.09%184,401CommonSOLE
05589T104BNY MELLON MUN INCOME INC$1.0M0.08%147,316CommonSOLE
641876800NEW AMER HIGH INCOME FD INC$1.0M0.08%127,850CommonSOLE
47804L102HEQJOHN HANCOCK HEDGED EQUITY &$1.0M0.08%100,502CommonSOLE
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$879,2370.07%39,929CommonSOLE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$842,4750.07%58,182CommonSOLE
95768B107HYIWESTERN ASSET HIGH YIELD DEF$837,1870.07%70,828CommonSOLE
31423P108FMNFEDERATED HERMES PREM MUNI I$829,8150.07%76,060CommonSOLE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$793,6190.06%73,010CommonSOLE
09662W109DMBBNY MELLON MUN BD INFRASTRUC$788,4320.06%76,177CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC$769,1600.06%90,596CommonSOLE
52106W103XLGIXLAZARD GLOBAL TOTAL RETURN &$745,3070.06%46,640CommonSOLE
27828A100XEVMXEATON VANCE CALIF MUN BD FD$723,9710.06%78,950CommonSOLE
278277108EOSEATON VANCE ENHANCED EQUITY$680,4190.05%28,410CommonSOLE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$586,6980.05%69,762CommonSOLE
12811L107CHWCALAMOS GBL DYN INCOME FUND$538,4410.04%79,769CommonSOLE
18914E106GLOCLOUGH GLOBAL OPPORTUNITIES$533,1510.04%104,131CommonSOLE
64133Q108NBXGNEUBERGER BERMAN NEXT GENERA$500,5290.04%39,288CommonSOLE
27827Y109XENWXEATON VANCE NEW YORK MUN BD$420,0920.03%44,081CommonSOLE
780910105RVTROYCE SMALL CAP TRUST INC$379,2950.03%24,006CommonSOLE
885213108TBLDTHORNBURG INCM BUILDER OPP T$348,4570.03%21,404CommonSOLE
95790C107GDOWSTRN AST GLBL CORP OPP FD I$321,7720.03%28,400CommonSOLE
454089103IFNINDIA FD INC$315,0000.03%20,000CommonSOLE
95766N103MHFWESTERN ASSET MUN HIGH INCOM$169,8370.01%24,976CommonSOLE

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.