Aviance Capital Partners, LLC MPA BLACKROCK MUNIYIELD PA QLTY

Ownership history in Aviance Capital Partners, LLC  ·  12 quarters on record

AI Ownership Summary

Aviance Capital Partners, LLC reported BLACKROCK MUNIYIELD PA QLTY (MPA) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows MPA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aviance Capital Partners, LLC's position in BLACKROCK MUNIYIELD PA QLTY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MPA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aviance Capital Partners, LLC held MPA — position size vs. price
% of Fund (quarterly)    MPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 16,915 +1,782 +11.8% 0.02% $187K 2026-05-06 $11.30
2025 Q4 REDUCED 15,133 -655 -4.1% 0.02% $168K 2026-02-06 $11.21
2025 Q3 REDUCED 12.1% -1.3% 15,788 -2,171 -12.1% 0.02% $180K 2025-10-29 $11.04
2025 Q2 ADDED 17,959 +2,178 +13.8% 0.03% $194K 2025-08-05 $10.22
2025 Q1 ADDED 15,781 +1,746 +12.4% 0.02% $177K 2025-04-29 $10.21
2024 Q4 REDUCED 14,035 -119 -0.8% 0.02% $164K 2025-02-07 $10.77
2024 Q3 ADDED 14,154 +521 +3.8% 0.02% $177K 2024-11-07 $10.91
2024 Q2 ADDED 13,633 +1,711 +14.4% 0.02% $174K 2024-08-09 $11.05
2024 Q1 ADDED 11,922 +241 +2.1% 0.02% $144K 2024-04-18 $10.70
2023 Q4 REDUCED 13.5% +4.8% 11,681 -1,822 -13.5% 0.03% $136K 2024-02-06 $10.30
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aviance Capital Partners, LLC and MPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aviance Capital Partners, LLC reported owning MPA?

Aviance Capital Partners, LLC reported MPA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MPA position in Aviance Capital Partners, LLC's portfolio?

The largest reported portfolio weight for MPA was 0.03% in 2023 Q4.

What is the latest reported MPA position on this page?

The most recent filing on this page is 2026 Q1, when Aviance Capital Partners, LLC reported 16,915 shares, equal to 0.02% of portfolio, with an estimated market value of $187K.

What does the chart on this MPA ownership page compare?

The chart compares Aviance Capital Partners, LLC's quarterly MPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aviance Capital Partners, LLC time their MPA position?

Based on 13F filing dates vs. subsequent MPA price moves, Aviance Capital Partners, LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on MPA relative to SPY over the holding period was -12.9%.

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