MondegarAI
1607 Capital Partners, LLC

Q1 2025 · 13F-HR

1607 Capital Partners, LLCholdings as filed

Filed 2025-05-15 · accession 0001172661-25-002385

$1.24B
Reported value
121
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46138G508BKLNINVESCO EXCH TRADED FD TR II$85.7M6.90%4,138,600CommonSOLE
46435U853USHYISHARES TR$77.0M6.20%2,090,600CommonSOLE
46434G822EWJISHARES INC$68.3M5.50%996,332CommonSOLE
46429B267GOVTISHARES TR$66.9M5.39%2,908,892CommonSOLE
464287226AGGISHARES TR$57.7M4.65%583,255CommonSOLE
464286608EZUISHARES INC$43.0M3.46%806,641CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$39.3M3.16%699,390CommonSOLE
464286749EWLISHARES INC$38.7M3.12%747,314CommonSOLE
47109U104JOFJAPAN SMALLER CAPITALIZATION$38.3M3.09%4,568,762CommonSOLE
464287440IEFISHARES TR$35.3M2.85%370,611CommonSOLE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$32.1M2.59%1,950,698CommonSOLE
670928100NUVNUVEEN MUN VALUE FD INC$23.8M1.92%2,718,221CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$23.5M1.90%508,455CommonSOLE
55273C107MINMFS INTER INCOME TR$19.8M1.60%7,370,555CommonSOLE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$18.0M1.45%2,207,936CommonSOLE
95766M105MMUWESTERN ASSET MANAGED MUNS F$17.9M1.44%1,743,089CommonSOLE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$17.9M1.44%1,303,138CommonSOLE
00306J109XJEQXABRDN JAPAN EQUITY FUND INC$17.5M1.41%2,685,181CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$16.9M1.36%1,927,128CommonSOLE
368802104GAMGENERAL AMERN INVS CO INC$16.3M1.32%324,542CommonSOLE
298768102EEAEUROPEAN EQUITY FD INC$16.2M1.31%1,781,798CommonSOLE
644465106GFNEW GERMANY FD INC$14.9M1.20%1,523,705CommonSOLE
410123103JHSHANCOCK JOHN INCOME SECS TR$14.4M1.16%1,269,180CommonSOLE
464287242LQDISHARES TR$13.9M1.12%127,800CommonSOLE
233368109KTFDWS MUN INCOME TR NEW$13.8M1.12%1,476,480CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$13.5M1.09%785,460CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$13.4M1.08%1,236,314CommonSOLE
872340104TSITCW STRATEGIC INCOME FD INC$13.0M1.05%2,670,304CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$12.8M1.03%551,772CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY FD$12.4M1.00%653,135CommonSOLE
670699107QQQXNUVEEN NASDAQ 100 DYNAMIC OV$12.3M0.99%516,931CommonSOLE
64124P101NBHNEUBERGER BERMAN MUN FD INC$12.0M0.97%1,153,319CommonSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TE$11.3M0.91%759,827CommonSOLE
880191101EMFTEMPLETON EMERGING MKTS FD$10.4M0.84%813,154CommonSOLE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$10.3M0.83%311,561CommonSOLE
27829L105EOTEATON VANCE NATL MUN OPPORT$9.9M0.80%595,920CommonSOLE
617468103XCAFXMORGAN STANLEY CHINA A SH FD$9.7M0.78%744,800CommonSOLE
00301W105AEFABRDN EMERGING MARKETS EX CH$9.6M0.77%1,936,636CommonSOLE
67061T101NIMNUVEEN SELECT MAT MUN FD$9.6M0.77%1,029,818CommonSOLE
003011103ABRDN AUSTRALIA EQUITY FD IN$9.2M0.74%2,283,372CommonSOLE
48249T106KIOKKR INCOME OPPORTUNITIES FD$9.0M0.72%729,483CommonSOLE
95766T100PAIWESTERN ASSET INVESTMENT GRA$8.6M0.69%666,405CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$8.5M0.68%1,514,043CommonSOLE
746853100PPTPUTNAM PREMIER INCOME TR$7.9M0.64%2,190,650CommonSOLE
410142103JHIHANCOCK JOHN INVT TR II$7.5M0.60%552,045CommonSOLE
552939100MGFMFS GOVT MKTS INCOME TR$7.3M0.59%2,298,108CommonSOLE
94987D101ERCALLSPRING MULTI SECTOR INCOM$7.0M0.56%758,838CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$7.0M0.56%327,919CommonSOLE
155123102CETCENTRAL SECS CORP$6.5M0.53%145,018CommonSOLE
27828U106ETOEATON VANCE TAX-ADVANTAGED G$6.3M0.51%255,176CommonSOLE
112830104RABROOKFIELD REAL ASSETS INCOM$6.1M0.49%460,320CommonSOLE
67062M105NNYNUVEEN N Y MUN VALUE FD$6.0M0.49%730,465CommonSOLE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$5.8M0.47%366,550CommonSOLE
874036106TWNTAIWAN FD INC$5.7M0.46%171,697CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES TR$5.5M0.44%141,109CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$5.4M0.43%130,958CommonSOLE
92912P108IHDVOYA EMERGING MKTS HIGH DIVI$5.0M0.40%937,757CommonSOLE
500634209KFKOREA FD INC$5.0M0.40%249,345CommonSOLE
958435109SBIWESTERN ASSET INTER MUNI FD$4.8M0.38%609,573CommonSOLE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$4.6M0.37%551,759CommonSOLE
529900102ASGLIBERTY ALL-STAR GROWTH FD I$4.3M0.35%884,228CommonSOLE
27828X100ETBEATON VANCE TAX MNGED BUY WR$4.3M0.34%311,777CommonSOLE
94987E109ERHALLSPRING UTILITIES AND HIGH$4.0M0.33%366,634CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$3.9M0.31%382,761CommonSOLE
957664105WEAWESTERN ASSET PREMIER BD FD$3.8M0.30%337,147CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$3.6M0.29%511,845CommonSOLE
92829B101VGIVIRTUS GLOBAL MULTI-SECTOR I$3.5M0.28%449,983CommonSOLE
746909100PIMPUTNAM MASTER INTER INCOME T$3.4M0.28%1,029,067CommonSOLE
67062C107NCANUVEEN CALIFORNIA MUNI VLU F$3.3M0.26%379,495CommonSOLE
67075J107JMMNUVEEN MULTI-MKT INCOME FD$3.3M0.26%524,932CommonSOLE
36242H104XGDVXGABELLI DIVID & INCOME TR$3.1M0.25%126,627CommonSOLE
67063V104XNXNXNUVEEN N Y SELECT TAX FREE I$3.0M0.24%257,153CommonSOLE
94987C103EODALLSPRING GLOBAL DIVIDEND OP$2.9M0.23%587,546CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.9M0.23%35,090CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$2.8M0.23%609,455CommonSOLE
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$2.6M0.21%178,306CommonSOLE
09249N101BLEBLACKROCK MUNI INCOME TR II$2.6M0.21%247,793CommonSOLE
09260K101BSTZBLACKROCK SCIENCE & TECHNOLO$2.6M0.21%145,059CommonSOLE
592835102MXFMEXICO FD INC$2.6M0.21%179,286CommonSOLE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$2.5M0.20%151,900CommonSOLE
18914C100XGLQXCLOUGH GLOBAL EQUITY FD$2.4M0.19%376,090CommonSOLE
87911K100HQLABRDN LIFE SCIENCES INVESTOR$2.3M0.18%180,971CommonSOLE
95790A101IGIWESTERN ASSET INVT GRADE OPP$2.3M0.18%137,000CommonSOLE
09660L105DHFBNY MELLON HIGH YIELD STRATE$2.2M0.18%877,462CommonSOLE
09247F209BKTBLACKROCK INCOME TR INC$2.2M0.18%188,072CommonSOLE
169373107XXCHNXXCHINA FD INC$2.2M0.17%167,701CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$2.1M0.17%16,010CommonSOLE
76882G107OPPRIVERNORTH DOUBLELINE STRATE$2.1M0.17%242,181CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$2.0M0.16%337,051CommonSOLE
09256A109CIIBLACKROCK ENHANCED LARGE CAP$1.9M0.15%103,866CommonSOLE
27828S101ETGEATON VANCE TX ADV GLBL DIV$1.8M0.15%99,439CommonSOLE
09260Q108BTXBLACKROCK TECH AND PRIVATE E$1.7M0.14%270,040CommonSOLE
33733U108FCTFIRST TR SR FLTG RATE INCOME$1.6M0.13%157,708CommonSOLE
47804L102HEQJOHN HANCOCK DIVERSIFIED INC$1.5M0.12%143,675CommonSOLE
23334J107DTFDTF TAX-FREE INCOME 2028 TER$1.4M0.11%127,136CommonSOLE
6706EW100XSSPXNUVEEN S&P 500 DYNAMIC OVERW$1.3M0.11%78,436CommonSOLE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$1.3M0.10%206,145CommonSOLE
85208J109FUNDSPROTT FOCUS TR INC$1.2M0.10%164,668CommonSOLE
33734E103FMYFIRST TR MTG INCOME FD$1.1M0.09%90,952CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUN BD$1.1M0.09%184,401CommonSOLE
05589T104BNY MELLON MUN INCOME INC$1.1M0.09%147,316CommonSOLE
67062J102NMINUVEEN MUN INCOME FD INC$1.0M0.08%104,147CommonSOLE
36465E101GNTGAMCO NAT RES GOLD & INCOME$1.0M0.08%167,063CommonSOLE
92840R101NFJVIRTUS DIVIDEND INTEREST & P$1.0M0.08%83,821CommonSOLE
95790C107GDOWSTRN AST GLBL CORP OPP FD I$903,2400.07%78,000CommonSOLE
12811L107CHWCALAMOS GBL DYN INCOME FUND$871,9220.07%136,451CommonSOLE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$840,7300.07%58,182CommonSOLE
95768B107HYIWESTERN ASSET HIGH YIELD DEF$838,6040.07%70,828CommonSOLE
61745C105IIFMORGAN STANLEY INDIA INVT FD$835,0160.07%34,236CommonSOLE
31423P108FMNFEDERATED HERMES PREM MUNI I$826,0120.07%76,060CommonSOLE
09662W109DMBBNY MELLON MUN BD INFRASTRUC$805,1910.06%76,177CommonSOLE
27828A100XEVMXEATON VANCE CALIF MUN BD FD$731,8660.06%78,950CommonSOLE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$708,1810.06%65,210CommonSOLE
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$687,5330.06%28,731CommonSOLE
35472T101FTFFRANKLIN LTD DURATION INCOME$557,7430.04%86,338CommonSOLE
00326L100XAODXABRDN TOTAL DYNAMIC DIVIDEND$518,8540.04%61,842CommonSOLE
88018T101TDFTEMPLETON DRAGON FD INC$496,0390.04%51,138CommonSOLE
780915104RMTROYCE MICRO-CAP TR INC$481,5810.04%57,127CommonSOLE
870875101SWZSWISS HELVETIA FD INC$368,6060.03%39,979CommonSOLE
18914E106GLOCLOUGH GLOBAL OPPORTUNITIES$184,8520.01%37,802CommonSOLE
46132L107VBFINVESCO BD FD$159,2380.01%10,300CommonSOLE

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.