MondegarAI
Elequin Capital, LP

Q2 2025 · 13F-HR

Elequin Capital, LPholdings as filed

Filed 2025-08-11 · accession 0001420506-25-001809

$763.9M
Reported value
370
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Elequin Capital, LP · Q2 2025

AI · grounded in 13F

Elequin Capital, LP established a new position in NRG ENERGY INC [[stock:NRG 2.75 06/01/48]] valued at $192.6M. The fund also added new holdings in ISHARES BITCOIN TRUST ETF IBIT for $76.9M and CINEMARK HLDGS INC [[stock:CNK 4.5 08/15/25]] for $74.3M. Other new positions include NEXTERA ENERGY INC [[stock:NEE 6.926 09/01/25]] and INSULET CORP [[stock:PODD 0.375 09/01/26]].

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
629377CG5NRG 2.75 06/01/48NRG ENERGY INC$192.6M25.2%49,192,000CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$76.9M10.1%1,255,682CommonSOLE
17243VAB8CNK 4.5 08/15/25CINEMARK HLDGS INC$74.3M9.72%35,000,000CommonNONE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$45.0M5.90%1,134,000CommonNONE
45784PAK7PODD 0.375 09/01/26INSULET CORP$41.7M5.46%29,597,000CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$36.7M4.80%390,010CommonSOLE
780153BQ4RCL 6 08/15/25ROYAL CARIBBEAN GROUP$34.0M4.45%5,381,000CommonNONE
922280AB8VRNS 1.25 08/15/25VARONIS SYS INC$20.9M2.74%12,648,000CommonNONE
31613E103FETHFIDELITY ETHEREUM FD$20.0M2.62%793,745CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$13.6M1.78%712,497CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$12.8M1.68%539,978CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$10.1M1.32%280,830CommonSOLE
091955104ETHWBITWISE ETHEREUM ETF$8.3M1.09%462,025CommonSOLE
88160R101TSLATESLA INC$7.6M0.99%23,860CommonSOLE
78464A359CWBSPDR SERIES TRUST$7.2M0.94%86,501CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$6.5M0.85%135,924CommonSOLE
594972408MSTRMICROSTRATEGY INC$5.3M0.69%13,111CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$4.9M0.65%100,795CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$4.5M0.59%88,004CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.8M0.49%27,579CommonSOLE
92864M798ETHUVOLATILITY SHS TR$3.7M0.48%65,000PUTSOLE
02079K305GOOGLALPHABET INC$3.2M0.42%18,000PUTSOLE
922907696VSDMVANGUARD MUN BD FDS$3.0M0.40%39,920CommonSOLE
45781MAB7INVA 2.5 08/15/25INNOVIVA INC$2.9M0.39%2,500,000CommonNONE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$2.9M0.38%126,702CommonSOLE
46139W767BSMYINVESCO EXCH TRD SLF IDX FD$2.7M0.35%113,360CommonSOLE
35473P439INCMFRANKLIN TEMPLETON ETF TR$2.5M0.33%93,095CommonSOLE
808524649SCMBSCHWAB STRATEGIC TR$2.5M0.33%100,000CommonSOLE
30303M102METAMETA PLATFORMS INC$2.5M0.33%3,400PUTSOLE
464288414MUBISHARES TR$2.4M0.32%23,425CommonSOLE
092528884CALIBLACKROCK ETF TRUST II$2.4M0.31%47,570CommonSOLE
02079K305GOOGLALPHABET INC$2.4M0.31%13,600CALLSOLE
81752T486CLOXSERIES PORTFOLIOS TR$2.3M0.31%91,199CommonSOLE
91916J100BRRRCOINSHARES VALKYRIE BITCOIN$2.3M0.31%76,538CommonSOLE
72201R585PYLDPIMCO ETF TR$2.3M0.30%87,532CommonSOLE
72201R874SMMUPIMCO ETF TR$2.3M0.30%45,444CommonSOLE
921935870VTESVANGUARD WELLINGTON FD$2.2M0.29%21,743CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$2.2M0.28%37,045CommonSOLE
46090E103QQQINVESCO QQQ TR$2.1M0.27%3,788CommonSOLE
46138J494BSMRINVESCO EXCH TRD SLF IDX FD$2.1M0.27%89,011CommonSOLE
023135106AMZNAMAZON COM INC$2.1M0.27%9,500PUTSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.8M0.24%71,543CommonSOLE
092528108SHYMBLACKROCK ETF TRUST II$1.7M0.22%76,652CommonSOLE
922907712VCRMVANGUARD MUN BD FDS$1.7M0.22%22,545CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.6M0.21%11,500PUTSOLE
30303M102METAMETA PLATFORMS INC$1.6M0.21%2,200CALLSOLE
33739P863FCALFIRST TR EXCH TRADED FD III$1.6M0.21%32,962CommonSOLE
25434V575DFGXDIMENSIONAL ETF TRUST$1.6M0.21%29,464CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.5M0.20%7,500CALLSOLE
038222105AMATAPPLIED MATLS INC$1.5M0.19%8,000CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$1.4M0.19%4,047CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.18%27,808CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$1.3M0.17%49,034CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.3M0.17%14,000CALLSOLE
33739Q507FCVTFIRST TR EXCHANGE-TRADED FD$1.2M0.16%32,059CommonSOLE
46428Q109SLVISHARES SILVER TR$1.2M0.16%37,210CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M0.16%7,535CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.2M0.16%11,000CALLSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.1M0.15%5,000PUTSOLE
46138J445BSMUINVESCO EXCH TRD SLF IDX FD$1.0M0.13%47,654CommonSOLE
46434V803HEFAISHARES TR$1.0M0.13%26,891CommonSOLE
46438G687IBMSISHARES TR$1.0M0.13%39,691CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$993,3000.13%7,000CALLSOLE
45409F843MMINNEW YORK LIFE INVTS ACTIVE E$932,4000.12%40,000CommonSOLE
46431W606HYGHISHARES U S ETF TR$923,0160.12%10,667CommonSOLE
833445109SNOWSNOWFLAKE INC$827,9490.11%3,700CALLSOLE
70450Y103PYPLPAYPAL HLDGS INC$817,5200.11%11,000PUTSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$808,4530.11%38,645CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$785,9050.10%1,272CommonSOLE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$779,8460.10%31,656CommonSOLE
26923N322BMAXETF OPPORTUNITIES TRUST$776,9520.10%26,160CommonSOLE
149123101CATCATERPILLAR INC$737,5990.10%1,900PUTSOLE
806857108SLBSCHLUMBERGER LTD$726,7000.10%21,500CALLSOLE
92189F387SHYDVANECK ETF TRUST$719,9630.09%31,872CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$716,2400.09%3,500PUTSOLE
02079K305GOOGLALPHABET INC$677,0760.09%3,842CommonSOLE
146869102CVNACARVANA CO$673,9200.09%2,000CALLSOLE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$659,2380.09%27,641CommonSOLE
023135106AMZNAMAZON COM INC$658,1700.09%3,000CALLSOLE
855244109SBUXSTARBUCKS CORP$650,5730.09%7,100CALLSOLE
464287432TLTISHARES TR$648,1960.08%7,345CommonSOLE
46138J510BSMQINVESCO EXCH TRD SLF IDX FD$641,6330.08%27,234CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$634,5260.08%25,952CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$630,0890.08%7,716CommonSOLE
464288513HYGISHARES TR$627,2150.08%7,777CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$626,4000.08%10,000CALLSOLE
09260E105BMEZBLACKROCK HEALTH SCIENCES TE$612,6050.08%45,072CommonSOLE
12811T308CVRTCALAMOS ETF TR$597,3410.08%18,630CommonSOLE
72201R635MINOPIMCO ETF TR$552,1330.07%12,483CommonSOLE
316092352FBCGFIDELITY COVINGTON TRUST$537,6350.07%11,145CommonSOLE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$535,9990.07%61,257CommonSOLE
67070X101NZFNUVEEN MUNICIPAL CREDIT INC$504,3830.07%42,314CommonSOLE
09258G104BSTBLACKROCK SCIENCE & TECHNOLO$497,1260.07%13,024CommonSOLE
09255P107HYTBLACKROCK CORPOR HI YLD FD I$496,4510.06%50,918CommonSOLE
09262F100ECATBLACKROCK ESG CAP ALLC TERM$487,5820.06%30,360CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS$487,3480.06%39,816CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$477,6480.06%4,732CommonSOLE
33739P830FSMBFIRST TR EXCH TRADED FD III$476,2870.06%23,928CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$452,9800.06%2,000CALLSOLE
92189H656CLOBVANECK ETF TRUST$446,6570.06%8,789CommonSOLE
780910105RVTROYCE SMALL CAP TRUST INC$441,3110.06%29,323CommonSOLE
530158104USALIBERTY ALL STAR EQUITY FD$431,4200.06%63,351CommonSOLE
92189L103ETHVVANECK ETHEREUM TR$422,4760.06%11,443CommonSOLE
09260Q108BTXBLACKROCK TECH AND PRIVATE E$414,9010.05%56,526CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$408,9600.05%3,000PUTSOLE
594918104MSFTMICROSOFT CORP$397,9280.05%800CALLSOLE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$392,3410.05%15,763CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$389,9000.05%5,000CALLSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$377,6410.05%20,704CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$368,4750.05%8,500PUTSOLE
87911J103HQHABRDN HEALTHCARE INVESTORS$366,9890.05%23,692CommonSOLE
33739N108FMBFIRST TR EXCH TRADED FD III$361,2950.05%7,252CommonSOLE
780259305SHELSHELL PLC$352,0500.05%5,000PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$346,8000.05%8,000CALLSOLE
92343V104VZVERIZON COMMUNICATIONS INC$346,1600.05%8,000CALLSOLE
172967424CCITIGROUP INC$340,4800.04%4,000PUTSOLE
464288356CMFISHARES TR$339,4570.04%6,090CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$337,6950.04%7,496CommonSOLE
95790K109WDIWESTERN ASSET DIVERSIFIED IN$332,0750.04%22,377CommonSOLE
464287598IWDISHARES TR$328,4430.04%1,691CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$327,6780.04%7,800CALLSOLE
90353T100UBERUBER TECHNOLOGIES INC$326,5500.04%3,500PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$320,0100.04%7,382CommonSOLE
742718109PGPROCTER AND GAMBLE CO$318,6400.04%2,000PUTSOLE
67066G104NVDANVIDIA CORPORATION$315,9800.04%2,000CALLSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$313,1400.04%1,000CALLSOLE
254687106DISDISNEY WALT CO$310,0250.04%2,500CALLSOLE
594918104MSFTMICROSOFT CORP$298,4460.04%600PUTSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$293,8690.04%5,920CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$290,3270.04%2,046CommonSOLE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$290,0490.04%21,517CommonSOLE
166764100CVXCHEVRON CORP NEW$286,3800.04%2,000PUTSOLE
742718109PGPROCTER AND GAMBLE CO$282,9520.04%1,776CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$281,7560.04%22,203CommonSOLE
902494103TSNTYSON FOODS INC$279,7000.04%5,000PUTSOLE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$276,4840.04%5,969CommonSOLE
09254E103MYIBLACKROCK MUNIYIELD QUALITY$276,2540.04%26,335CommonSOLE
25862D105DLYDOUBLELINE YIELD OPPORTUNITI$272,0610.04%17,451CommonSOLE
91913Y100VLOVALERO ENERGY CORP$268,8400.04%2,000CALLSOLE
19249X108PTACOHEN & STEERS TAX ADVAN PFD$264,5280.03%13,360CommonSOLE
369604301GEGE AEROSPACE$257,3900.03%1,000CALLSOLE
464288323NYFISHARES TR$256,3200.03%4,916CommonSOLE
464287176TIPISHARES TR$252,8720.03%2,298CommonSOLE
00162Q452AMLPALPS ETF TR$251,9220.03%5,156CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$250,9510.03%1,108CommonSOLE
37954Y293MLPXGLOBAL X FDS$249,3240.03%3,979CommonSOLE
25809K105DASHDOORDASH INC$246,5100.03%1,000CALLSOLE
693475105PNCPNC FINL SVCS GROUP INC$246,4470.03%1,322CommonSOLE
126650100CVSCVS HEALTH CORP$241,4300.03%3,500CALLSOLE
56064Q107MEGINYLI CBRE GBL INFR MEGTRNDS$231,7510.03%16,309CommonSOLE
09257A108BCXBLACKROCK RES & COMMODITIES$229,1810.03%24,252CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$224,6000.03%4,000PUTSOLE
92189H748CLOIVANECK ETF TRUST$216,2480.03%4,084CommonSOLE
882508104TXNTEXAS INSTRS INC$207,6200.03%1,000PUTSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$207,5670.03%18,385CommonSOLE
767204100RIORIO TINTO PLC$204,1550.03%3,500CALLSOLE
30303M102METAMETA PLATFORMS INC$199,2840.03%270CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$194,6910.03%26,133CommonSOLE
46132P108IIMINVESCO VALUE MUN INCOME TR$194,3070.03%16,693CommonSOLE
101507101STEWSRH TOTAL RETURN FUND INC$192,4470.03%10,885CommonSOLE
149123101CATCATERPILLAR INC$189,0580.02%487CommonSOLE
464288257ACWIISHARES TR$187,3700.02%1,457CommonSOLE
46133G107IQIINVESCO QUALITY MUN INCOME T$187,2620.02%19,964CommonSOLE
00764C109AVKADVENT CONV & INCOME FD$186,6880.02%15,416CommonSOLE
09249E101BHKBLACKROCK CORE BD TR$183,4750.02%18,876CommonSOLE
97720F101BTCWWISDOMTREE BITCOIN FD$183,3230.02%1,605CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$181,1950.02%997CommonSOLE
78468R721TFISPDR SERIES TRUST$179,5730.02%4,020CommonSOLE
46131J103VKQINVESCO MUNICIPAL TRUST$178,0590.02%19,460CommonSOLE
454089103IFNINDIA FD INC$177,9290.02%10,764CommonSOLE
12811V105CCDCALAMOS DYNAMIC CONV & INCOM$177,7370.02%8,814CommonSOLE
25809K105DASHDOORDASH INC$176,9940.02%718CommonSOLE
33739P202FEMBFIRST TR EXCH TRADED FD III$176,0520.02%6,096CommonSOLE
25809K105DASHDOORDASH INC$172,5570.02%700PUTSOLE
126650100CVSCVS HEALTH CORP$172,4500.02%2,500PUTSOLE
67079X102NDMONUVEEN DYNAMIC MUN OPPORTUNI$168,1990.02%16,703CommonSOLE
09254L107MUCBLACKROCK MUNIHLDNGS CALI QL$167,1210.02%16,147CommonSOLE
33739P301FMHIFIRST TR EXCH TRADED FD III$163,4500.02%3,500CommonSOLE
464287614IWFISHARES TR$162,6140.02%383CommonSOLE
78464A698KRESPDR SERIES TRUST$160,2940.02%2,699CommonSOLE
882508104TXNTEXAS INSTRS INC$157,3760.02%758CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$157,1940.02%26,643CommonSOLE
362397101GABGABELLI EQUITY TR INC$156,4010.02%26,873CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$156,2610.02%26,988CommonSOLE
67062F100NXPNUVEEN SELECT TAX-FREE INCOM$151,3750.02%10,774CommonSOLE
67069Y102XNXJXNUVEEN NEW JERSEY QULT MUN F$150,7620.02%13,283CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$150,0520.02%2,019CommonSOLE
806857108SLBSCHLUMBERGER LTD$149,3620.02%4,419CommonSOLE
464287184FXIISHARES TR$147,4440.02%4,011CommonSOLE
670750108NMAINUVEEN MULTI ASSET INCOME FU$144,8660.02%11,470CommonSOLE
172967424CCITIGROUP INC$143,8530.02%1,690CommonSOLE
64128C106NHSNEUBERGER BERMAN HIGH YIELD$137,2810.02%18,111CommonSOLE
78464A391EBNDSPDR SERIES TRUST$135,1840.02%6,317CommonSOLE
464288281EMBISHARES TR$134,9470.02%1,457CommonSOLE
464287234EEMISHARES TR$133,7210.02%2,772CommonSOLE
009066101ABNBAIRBNB INC$132,3400.02%1,000CALLSOLE
009066101ABNBAIRBNB INC$132,3400.02%1,000PUTSOLE
69346J106GHYPGIM GLOBAL HIGH YIELD FD FO$129,7950.02%9,679CommonSOLE
72201H108PFLPIMCO INCOME STRATEGY FD$127,9020.02%15,336CommonSOLE
64110L106NFLXNETFLIX INC$121,8610.02%91CommonSOLE
718172109PMPHILIP MORRIS INTL INC$120,7520.02%663CommonSOLE
902494103TSNTYSON FOODS INC$118,7050.02%2,122CommonSOLE
09248F109BLACKROCK MUN INCOME TR$117,1710.02%12,218CommonSOLE
46138E529PZTINVESCO EXCH TRADED FD TR II$112,5500.01%5,201CommonSOLE
722014107PHKPIMCO HIGH INCOME FD$110,4820.01%23,017CommonSOLE
64124P101NBHNEUBERGER BERMAN MUN FD INC$109,7520.01%11,165CommonSOLE
654106103NKENIKE INC$108,9750.01%1,534CommonSOLE
092501105XBOEXBLACKROCK ENHANCED GLOBAL DI$108,2340.01%9,536CommonSOLE
922908553VNQVANGUARD INDEX FDS$108,2080.01%1,215CommonSOLE
G3156P103ASAASA GOLD AND PRECIOUS MTLS L$108,1900.01%3,427CommonSOLE
35472T101FTFFRANKLIN LTD DURATION INCOME$108,0100.01%16,824CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$106,1180.01%2,091CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$105,0250.01%2,500PUTSOLE
037833100AAPLAPPLE INC$104,4320.01%509CommonSOLE
258623107DBLDOUBLELINE OPPORTUNISTIC CR$101,7230.01%6,614CommonSOLE
806857108SLBSCHLUMBERGER LTD$101,4000.01%3,000PUTSOLE
04071F102TETH21SHARES CORE ETHEREUM ETF$100,4260.01%7,983CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$95,5920.01%8,535CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$93,2620.01%2,220CommonSOLE
879105104THQABRDN HEALTHCARE OPPORTUNITI$92,2440.01%5,016CommonSOLE
18914E106GLOCLOUGH GLOBAL OPPORTUNITIES$90,9740.01%16,754CommonSOLE
41013W108HPIHANCOCK JOHN PFD INCOME FD$86,9380.01%5,437CommonSOLE
72200R107PIMCO MUN INCOME FD$86,4950.01%10,839CommonSOLE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$84,2840.01%8,175CommonSOLE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$83,2040.01%8,396CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$82,7170.01%12,571CommonSOLE
87911L108THWABRDN WORLD HEALTHCARE FUND$82,7160.01%8,062CommonSOLE
518439104ELLAUDER ESTEE COS INC$81,4460.01%1,008CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$80,6130.01%1,418CommonSOLE
46429B671MCHIISHARES TR$79,6750.01%1,446CommonSOLE
04014F102ARDCARES DYNAMIC CR ALLOCATION F$79,1770.01%5,568CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$79,1610.01%9,346CommonSOLE
67071B108JRSNUVEEN REAL ESTATE INCOME FD$77,0840.01%9,908CommonSOLE
19247R103RFICOHEN & STEERS TOTAL RETURN$76,5810.01%6,350CommonSOLE
231647207NXGNXG NEXTGEN INFRASTR INCM FD$76,2900.01%1,517CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALI$74,3790.01%7,764CommonSOLE
09254V105MIYBLACKROCK MUNIYIELD MICH QU$73,6920.01%6,675CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$72,1270.01%1,365CommonSOLE
41013X106HPFHANCOCK JOHN PFD INCOME FD I$71,7460.01%4,538CommonSOLE
233368109KTFDWS MUN INCOME TR NEW$70,4720.01%7,972CommonSOLE
92838X805NCVVIRTUS CONVERTIBLE & INCOME$69,6790.01%4,907CommonSOLE
464287168DVYISHARES TR$68,7960.01%518CommonSOLE
61744H105MSDMORGAN STANLEY EMKT DBT FD I$68,7200.01%8,890CommonSOLE
88636J519TIDAL TR II$68,5190.01%14,486CommonSOLE
746853100PPTPUTNAM PREMIER INCOME TR$67,4880.01%18,389CommonSOLE
464288687PFFISHARES TR$65,5630.01%2,137CommonSOLE
166764100CVXCHEVRON CORP NEW$62,8600.01%439CommonSOLE
278274105EOIEATON VANCE ENHANCED EQUITY$61,0450.01%2,918CommonSOLE
92912R104IGAVOYA GLBL ADV & PREM OPP FD$60,8210.01%6,125CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$60,6490.01%6,364CommonSOLE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$60,5740.01%3,760CommonSOLE
091941104BGTBLACKROCK FLOATING RATE INC$59,8580.01%4,781CommonSOLE
95766J102HIXWESTERN ASSET HIGH INCOM FD$58,7600.01%13,697CommonSOLE
09250W107XBMEXBLACKROCK HEALTH SCIENCES TR$58,1540.01%1,595CommonSOLE
67090X107JCENUVEEN CORE EQUITY ALPHA FD$57,6450.01%3,719CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$56,3180.01%1,003CommonSOLE
025816109AXPAMERICAN EXPRESS CO$52,6320.01%165CommonSOLE
78468R739SHMSPDR SERIES TRUST$52,3260.01%1,094CommonSOLE
94987D101ERCALLSPRING MULTI SECTOR INCOM$51,8810.01%5,490CommonSOLE
92838Y100AIOVIRTUS ARTIFICIAL INTELLIGEN$46,6370.01%1,879CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$46,1420.01%190CommonSOLE
09247F209BKTBLACKROCK INCOME TR INC$45,9660.01%3,912CommonSOLE
128117108CHICALAMOS CONV OPPORTUNITIES &$44,6470.01%4,244CommonSOLE
27829U105ETXEATON VANCE MUN INCOME 2028$44,3950.01%2,465CommonSOLE
464287473IWSISHARES TR$44,2670.01%335CommonSOLE
092528850BCLOBLACKROCK ETF TRUST II$43,0460.01%863CommonSOLE
67075F105XDIAXNUVEEN DOW 30 DYNMC OVERWRT$40,9690.01%2,857CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$40,0300.01%472CommonSOLE
231631300SRVNXG CUSHING MIDSTREAM ENERGY$39,8940.01%942CommonSOLE
41013T105PDTHANCOCK JOHN PREM DIVID FD$39,8260.01%3,024CommonSOLE
25490K869CHAUDIREXION SHS ETF TR$39,4720.01%2,667CommonSOLE
09254J102MUABLACKROCK MUNIASSETS FD INC$38,3140.01%3,684CommonSOLE
87612E106TGTTARGET CORP$35,9090.00%364CommonSOLE
25461A460YANGDIREXION SHS ETF TR$35,6340.00%1,163CommonSOLE
09248L106XBNYXBLACKROCK N Y MUN INCOME TRU$35,5660.00%3,678CommonSOLE
76882M104RMMZRIVERNORTH MANAGED DUR MUN I$35,3610.00%2,515CommonSOLE
67074C103NBBNUVEEN TAXABLE MUNICPAL INM$32,4310.00%2,050CommonSOLE
872340104TSITCW STRATEGIC INCOME FD INC$30,9930.00%6,351CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVT DIV INC$30,7280.00%1,275CommonSOLE
92189H300EMLCVANECK ETF TRUST$30,4710.00%1,202CommonSOLE
46429B655FLOTISHARES TR$27,6020.00%541CommonSOLE
401664107GBABGUGGENHEIM TAXABLE MUNICP BO$27,0120.00%1,796CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD$26,0410.00%2,014CommonSOLE
009066101ABNBAIRBNB INC$22,7620.00%172CommonSOLE
24610T108VFLABRDN NATL MUN INCOME FD$20,9240.00%2,166CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$20,5790.00%122CommonSOLE
92189F676SMHVANECK ETF TRUST$20,3580.00%73CommonSOLE
41021P103HPSHANCOCK JOHN PFD INCOME FD I$19,6080.00%1,375CommonSOLE
09249N101BLEBLACKROCK MUNI INCOME TR II$17,9310.00%1,786CommonSOLE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$17,8680.00%1,155CommonSOLE
855244109SBUXSTARBUCKS CORP$16,1270.00%176CommonSOLE
92826C839VVISA INC$14,5570.00%41CommonSOLE
46131M106VGMINVESCO TR INVT GRADE MUNS$14,0640.00%1,482CommonSOLE
67062M105NNYNUVEEN N Y MUN VALUE FD$13,6820.00%1,687CommonSOLE
40170T106GUGGUGGENHEIM ACTIVE ALLOC FD$12,6370.00%808CommonSOLE
33739P855FPEIFIRST TR EXCH TRADED FD III$11,8120.00%622CommonSOLE
92189K105HODLVANECK BITCOIN ETF$11,7000.00%384CommonSOLE
092479104BLACKROCK MUN INCOME QUALITY$11,5740.00%1,096CommonSOLE
464287481IWPISHARES TR$10,6780.00%77CommonSOLE
092528504CLOABLACKROCK ETF TRUST II$10,4360.00%201CommonSOLE
09250B103XBTAXBLACKROCK LONG-TERM MUN ADVA$7,7490.00%845CommonSOLE
46138J486BSMSINVESCO EXCH TRD SLF IDX FD$7,4340.00%320CommonSOLE
464287655IWMISHARES TR$6,4740.00%30CommonSOLE
46431W507NEARISHARES U S ETF TR$6,0810.00%119CommonSOLE
46090A721ICLOINVESCO ACTIVELY MANAGED EXC$5,5720.00%218CommonSOLE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$5,3580.00%100CommonSOLE
19247L106RQICOHEN & STEERS QUALITY INCOM$5,2790.00%424CommonSOLE
72201R627LONZPIMCO ETF TR$4,0790.00%80CommonSOLE
96812F110BAERWBRIDGER AEROSPACE GRP HLDGS$3,6670.00%47,317CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$3,6250.00%79CommonSOLE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$3,5570.00%142CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$3,1790.00%40CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUN BD$3,0860.00%551CommonSOLE
G8232Y101PENGUIN SOLUTIONS INC$2,8720.00%145CommonSOLE
92189F486FLTRVANECK ETF TRUST$2,7030.00%106CommonSOLE
816850101SMTCSEMTECH CORP$2,5280.00%56CommonSOLE
92538J106VERXVERTEX INC$2,5090.00%71CommonSOLE
12653C108CNXCNX RES CORP$2,4590.00%73CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$2,4240.00%58CommonSOLE
78464A284HYMBSPDR SERIES TRUST$2,3050.00%93CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$2,2910.00%76CommonSOLE
97717P104WTWISDOMTREE INC$2,1640.00%188CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$2,0580.00%147CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$1,9580.00%30CommonSOLE
948596101WBWEIBO CORP$1,8580.00%195CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$1,6120.00%79CommonSOLE
453204109PIIMPINJ INC$1,5550.00%14CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$1,5440.00%56CommonSOLE
26923N413MSTZETF OPPORTUNITIES TRUST$1,5380.00%368CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$1,5270.00%25CommonSOLE
704551100BTUPEABODY ENERGY CORP$1,3420.00%100CommonSOLE
819047101SHAKSHAKE SHACK INC$1,2650.00%9CommonSOLE
G5509L101LIVNLIVANOVA PLC$1,2610.00%28CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$1,2150.00%68CommonSOLE
427096508HTGCHERCULES CAPITAL INC$1,2060.00%66CommonSOLE
12812C106CPZCALAMOS LNG SHR EQT DYNAMIC$1,1360.00%70CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$1,0870.00%100CommonSOLE
703343103PATKPATRICK INDS INC$1,0150.00%11CommonSOLE
H8817H100RIGTRANSOCEAN LTD$1,0080.00%389CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$1,0070.00%54CommonSOLE
695127100PCRXPACIRA BIOSCIENCES INC$9320.00%39CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$8300.00%15CommonSOLE
G4412G101HLFHERBALIFE LTD$8100.00%94CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$7400.00%50CommonSOLE
33848W106DFPFLAHERTY & CRUMRINE DYNAMIC$7390.00%36CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$7210.00%1,353CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$6240.00%62CommonSOLE
G3R95P116OIOWWESGL HLDGS LTD$6200.00%20,000CommonNONE
91325V108UNITUNITI GROUP INC$5880.00%136CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$5840.00%114CommonSOLE
45781M101INVAINNOVIVA INC$5020.00%25CommonSOLE
76029L100RPAYREPAY HLDGS CORP$4870.00%101CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$4450.00%64CommonSOLE
G18932106CPTAFCAPTIVISION INC$3420.00%300CommonSOLE
03209R103AMPHAMPHASTAR PHARMACEUTICALS IN$3210.00%14CommonSOLE
733245104PRCHPORCH GROUP INC$2710.00%23CommonSOLE
74346Y103PROPROS HOLDINGS INC$2510.00%16CommonSOLE
753422104RPDRAPID7 INC$2080.00%9CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$1770.00%22CommonSOLE
G6359F137NBRNABORS INDUSTRIES LTD$840.00%3CommonSOLE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$790.00%8CommonSOLE
866082100INNSUMMIT HOTEL PPTYS INC$660.00%13CommonSOLE
89151E109TTENTOTALENERGIES SE$610.00%1CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$580.00%3CommonSOLE
647551100NMFCNEW MTN FIN CORP$320.00%3CommonSOLE
92343X100VTYVERINT SYS INC$200.00%1CommonSOLE
64049M209NEONEOGENOMICS INC$150.00%2CommonSOLE
70931T103PMTPENNYMAC MTG INVT TR$130.00%1CommonSOLE
G1901X108HTCOHIGH-TREND INTERNATIONAL GRO$50.00%25CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG$20.00%1CommonSOLE

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.