Karpus Management, Inc. Incresed Positions in Q2 2025

Karpus Management, Inc.

  • $2.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
820K
+ 734.61%
$66.5 - $71.25 $54.5M - $58.4M
931K $64.8M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
1.99M
+ 56.15%
$12.7 - $13.53 $25.3M - $26.9M
5.53M $71.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
49K
+ 134.48%
$272.36 - $339.57 $13.4M - $16.6M
85.5K $29M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
575K
+ 19.09%
$20.46 - $21.89 $11.8M - $12.6M
3.59M $78.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
141K
+ 28.23%
$54.19 - $67.22 $7.63M - $9.46M
639K $43M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
197K
+ 27.35%
$47.02 - $47.83 $9.28M - $9.44M
919K $43.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.5K
+ 0.95%
$39.89 - $49.46 $460K - $570K
1.22M $60.5M
VUG
Vanguard Growth ETF

ETFs
1.39K
+ 2.09%
$329.49 - $438.4 $457K - $608K
67.8K $29.7M
KTF
Dws Municipal Income Trust

Financial Services
685K
+ 28.86%
$8.73 - $9.46 $5.98M - $6.48M
3.06M $27M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
831K
+ 3220.29%
$5.37 - $5.86 $4.46M - $4.87M
856K $4.8M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
427K
+ 59.45%
$9.89 - $10.9 $4.22M - $4.65M
1.14M $11.8M
GDV
Gabelli Dividend & Income Trust

Financial Services
15.3K
+ 0.86%
$21.11 - $26.01 $323K - $398K
1.79M $46.5M
CHW
Calamos Global Dynamic Income Fund

Financial Services
310K
+ 23.04%
$5.59 - $7.13 $1.73M - $2.21M
1.66M $11.8M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.63K
+ 0.98%
$53.75 - $67.21 $249K - $311K
476K $31.5M
EWC
Ishares Msci Canada ETF

ETFs
49.4K
+ 32.93%
$37.17 - $46.2 $1.84M - $2.28M
200K $9.22M
WIA
Western Asset Inflation Linked Income Fund

Financial Services
272K
+ 3.48%
$8.06 - $8.4 $2.19M - $2.28M
8.08M $67.8M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
263K
+ 307.89%
$9.28 - $10.1 $2.44M - $2.65M
348K $3.36M
TWN
Taiwan Fund Inc

Financial Services
42.3K
+ 86.43%
$27.66 - $44.81 $1.17M - $1.89M
91.1K $4.08M
BST
Black Rock Science & Technology Trust

Financial Services
22.2K
+ 7.39%
$29.62 - $38.3 $658K - $851K
323K $12.3M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
196K
+ 496.96%
$11.35 - $12.45 $2.23M - $2.44M
236K $2.81M
XLF
Financial Sector Spdr

ETFs
24.4K
+ 6.52%
$43.92 - $52.37 $1.07M - $1.28M
399K $20.9M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.85K
+ 0.68%
$62.73 - $78.42 $116K - $145K
273K $21.2M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
16.1K
+ 8.63%
$50.27 - $62.05 $808K - $997K
202K $12.5M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
335K
+ 8.47%
$9.61 - $10.53 $3.22M - $3.53M
4.29M $43M
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
235K
+ 370.34%
$7.7 - $8.45 $1.81M - $1.99M
299K $2.48M
PMO
Putnam Municipal Opportunities Trust

Financial Services
132K
+ 133.05%
$9.46 - $10.23 $1.25M - $1.35M
232K $2.29M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
28.7K
+ 20.95%
$23.44 - $28.85 $672K - $827K
166K $4.78M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
97.2K
+ 369.22%
$10.45 - $11.57 $1.02M - $1.12M
124K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.13K
+ 75.33%
$496.48 - $617.85 $561K - $698K
2.63K $1.62M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
281K
+ 4.01%
$9.33 - $10.06 $2.62M - $2.83M
7.29M $70.5M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
65K
+ 19.52%
$9.81 - $10.68 $638K - $695K
398K $4.11M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
57.8K
+ 44.98%
$9.67 - $10.64 $559K - $615K
186K $1.87M
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
2.08K
+ 0.34%
$11.52 - $13.9 $23.9K - $28.9K
620K $8.54M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
2.17K
+ 0.28%
$4.43 - $5.39 $9.6K - $11.7K
781K $4.21M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
30.5K
+ 39.74%
$10.17 - $10.91 $310K - $333K
107K $1.13M
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.99K
+ 3.73%
$13.86 - $18.24 $27.6K - $36.3K
55.3K $1.01M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
765
+ 11.72%
$91.43 - $91.74 $69.9K - $70.2K
7.29K $668K
Agriculture & Natural Solutions Acq Crp; Tnt Acq Dt: 11/10/2025; Cash: $10.00
151K
+ 11.92%
N/A
1.42M $0
Stellar V Capital Acq Crp; Tnt Acq Dt: 6/20/2026; Cash: $10.07
99.5K
+ 46.2%
N/A
315K $0
Aifeex Nexus Acq Crp; Tnt Acq Dt: 3/5/2026; Cash: $10.00
130K
+ 14.37%
N/A
1.03M $0
Vanguard Short Term Tax Exempt Bond ETF
212K
+ 1057.61%
N/A
232K $0
Trident Acq Corp; Tnt Acq Date: 11/30/19; Cash $10.20
9.85K
+ 1.62%
N/A
617K $0
Ribbon Acq Crp; Tnt Acq Dt: 1/15/2026; Cash: $10.00
10.8K
+ 5.04%
N/A
226K $0
Cayson Acq Crp; Tnt Acq Dt:9/20/2025; Cash: $10.00
28.1K
+ 10.63%
N/A
293K $0
Range Capital Acq Crp; Tnt Acq Dt: 6/20/2026; Cash: $10.05
58.2K
+ 24.58%
N/A
295K $0
Plum Acq Crp Iv; Tnt Acq Dt: 7/15/2026; Cash: $10.10
235K
+ 52.07%
N/A
685K $0
Co2 Energy Transition Acq Crp; Tnt Acq Dt: 5/21/2026; Cash: $10.05
62.3K
+ 8.63%
N/A
784K $0
Drugs Made In America Acq Crp: 4/28/2026; Cash: $10.05
420K
+ 18.08%
N/A
2.74M $0
K&F Growth Acq Crp; Tnt Acq Dt: 11/05/2026; Cash: $10.05
5.78K
+ 0.49%
N/A
1.19M $0
Activity Summary
Buys All Purchases 81 New Holdings 24 Increased Positions 57 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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