Karpus Management, Inc. Sells in Q2 2025

Karpus Management, Inc.

  • $2.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-5.63M
- 91.83%
$10.29 - $11.24 $57.9M - $63.3M
501K $5.47M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-3.45M
- 19.25%
$9.72 - $10.39 $33.6M - $35.9M
14.5M $144M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-3.1M
- 97.32%
$10.78 - $11.57 $33.4M - $35.9M
85.3K $963K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-1.28M
- 41.29%
$9.4 - $10.12 $12.1M - $13M
1.82M $17.3M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-1.26M
- 12.17%
$6.54 - $7.1 $8.22M - $8.92M
9.07M $59.7M
IEF
Ishares Barclays

ETFs
-105K
- 25.12%
$93.15 - $96.56 $9.81M - $10.2M
314K $30.1M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
-263K
- 3.53%
$10.83 - $11.78 $2.85M - $3.09M
7.18M $80.5M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-442K
- 36.36%
$15.84 - $20.94 $7.01M - $9.26M
774K $16.2M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-370K
- 7.36%
$10.09 - $10.88 $3.73M - $4.03M
4.66M $48.2M
MIN
Mfs Intermediate Income Trust

Financial Services
-1.94M
- 27.53%
$2.63 - $2.72 $5.11M - $5.28M
5.11M $13.8M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-485K
- 79.48%
$7.6 - $8.89 $3.69M - $4.31M
125K $1.11M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-627K
- 25.21%
$7.19 - $8.75 $4.51M - $5.48M
1.86M $16.3M
VMO
Invesco Municipal Opportunity Trust

Financial Services
-381K
- 32.03%
$9.0 - $9.58 $3.43M - $3.65M
808K $7.42M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-244K
- 35.73%
$16.12 - $20.75 $3.94M - $5.07M
439K $9.12M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-334K
- 17.58%
$9.66 - $11.35 $3.22M - $3.79M
1.57M $17.8M
STEW
Boulder Growth & Income Fund

Financial Services
-137K
- 26.84%
$15.52 - $17.85 $2.12M - $2.44M
373K $6.59M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-357K
- 16.55%
$5.09 - $5.8 $1.82M - $2.07M
1.8M $10.4M
IQI
Invesco Quality Municipal Income Trust

Financial Services
-178K
- 28.24%
$9.09 - $9.79 $1.62M - $1.75M
453K $4.25M
VKQ
Invesco Municipal Trust

Financial Services
-34.5K
- 1.55%
$9.02 - $9.76 $311K - $337K
2.19M $20M
KIO
Kkr Income Opportunities Fund

Financial Services
-105K
- 15.51%
$10.99 - $12.56 $1.15M - $1.32M
571K $7.18M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
-20.6K
- 1.02%
$9.36 - $10.03 $193K - $207K
2M $19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12K
- 3.28%
$72.02 - $73.82 $862K - $884K
353K $26M
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-12.4K
- 0.6%
$9.54 - $10.33 $119K - $128K
2.05M $20.1M
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
-10.1K
- 4.09%
$6.14 - $9.38 $62.1K - $94.9K
237K $1.5M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-66.6K
- 27.44%
$11.53 - $13.87 $768K - $924K
176K $2.44M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
-92.5K
- 11.82%
$11.7 - $14.28 $1.08M - $1.32M
690K $9.8M
IEV
Ishares Tr Europe ETF

ETFs
-18.9K
- 13.59%
$51.8 - $64.59 $980K - $1.22M
120K $7.61M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
-53.1K
- 5.19%
$10.73 - $12.54 $570K - $666K
971K $12M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
-53.4K
- 43.62%
$8.05 - $8.68 $430K - $463K
69K $577K
BIGZ
Black Rock Innovation & Growth Trust
-64.8K
- 4.36%
N/A
1.42M $9.41M
MGF
Mfs Government Markets Income Trust

Financial Services
-104K
- 5.37%
$3.04 - $3.17 $316K - $330K
1.83M $5.72M
HQL
Tekla Life Sciences Investors

Financial Services
-37K
- 7.91%
$10.87 - $13.02 $402K - $481K
431K $5.52M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-167K
- 16.78%
$7.65 - $9.71 $1.28M - $1.62M
828K $7.98M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-36.4K
- 22.29%
$9.86 - $10.92 $358K - $397K
127K $1.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.95K
- 7.54%
$77.74 - $78.78 $385K - $390K
60.7K $4.77M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-28.3K
- 52.91%
$11.34 - $12.35 $321K - $350K
25.2K $300K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-1.25K
- 0.18%
$9.57 - $10.35 $12K - $12.9K
692K $6.85M
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
-46.2K
- 17.15%
$22.65 - $28.29 $1.05M - $1.31M
223K $6.3M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-4.28K
- 1.86%
$20.85 - $24.04 $89.1K - $103K
226K $5.29M
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
-6.02K
- 7.52%
$13.89 - $15.26 $83.6K - $91.9K
74K $1.04M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-46.2K
- 3.12%
$10.6 - $12.44 $490K - $575K
1.44M $17.8M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-128K
- 6.03%
$7.42 - $8.86 $950K - $1.13M
2M $17.7M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-14.2K
- 8.11%
$16.57 - $20.48 $235K - $290K
160K $3.29M
RENE
Cartesian Growth Corp Ii

Financial Services
-13.2K
- 1.44%
$11.75 - $12.16 $155K - $160K
902K $10.8M
SHV
Ishares Tr

ETFs
-250
- 4.0%
$110.06 - $110.46 $27.5K - $27.6K
6K $662K
Yhn Acq Crp; Tnt Acq Dt: 12/18/2025; Cash: $10.05
-22.5K
- 2.6%
N/A
842K $0
Voyager Acq Crp; Tnt Acq Dt: 8/9/2026; Cash: $10.05
-22K
- 2.98%
N/A
717K $0
Tavia Acq Crp; Tnt Acq Dt: 6/4/2026; Cash: $10.05
-28K
- 1.19%
N/A
2.31M $0
Gigcapital 7 Acq Crp; Tnt Acq Dt: 05/29/2026; Cash: $10.00
-148K
- 7.84%
N/A
1.74M $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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