BTA β€” BLACKROCK LONG-TERM MUN ADVA

Ownership history in Stratos Wealth Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

Stratos Wealth Advisors, LLC reported BLACKROCK LONG-TERM MUN ADVA (BTA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows BTA 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 BTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stratos Wealth Advisors, LLC's position in BLACKROCK LONG-TERM MUN ADVA, 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
2025 Q3

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

High-water mark
Peak Conviction
0.05% in 2024 Q1

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 2025 Q3

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 Stratos Wealth Advisors, LLC held BTA β€” position size vs. price
% of Fund (quarterly)    BTA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 40,145 -2,821 -6.6% 0.02% $385K 2025-11-06 $9.29
2025 Q2 ADDED 42,966 +170 +0.4% 0.02% $394K 2025-07-29 $8.47
2025 Q1 ADDED 42,796 +104 +0.2% 0.02% $415K 2025-04-30 $8.70
2024 Q4 REDUCED 42,692 -32,100 -42.9% 0.02% $417K 2025-01-27 $9.16
2024 Q3 ADDED 74,792 +375 +0.5% 0.04% $802K 2024-10-17 $9.70
2024 Q2 REDUCED 74,417 -3,888 -5.0% 0.04% $754K 2024-07-24 $9.28
2024 Q1 ADDED 78,305 +295 +0.4% 0.05% $782K 2024-04-16 $8.66
2023 Q4 ADDED 78,010 +598 +0.8% 0.05% $798K 2024-01-24 $8.96
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Stratos Wealth Advisors, LLC and BTA

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

How long has Stratos Wealth Advisors, LLC reported owning BTA?

Stratos Wealth Advisors, LLC reported BTA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BTA position in Stratos Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BTA was 0.05% in 2024 Q1.

What is the latest reported BTA position on this page?

The most recent filing on this page is 2025 Q3, when Stratos Wealth Advisors, LLC reported 40,145 shares, equal to 0.02% of portfolio, with an estimated market value of $385K.

What does the chart on this BTA ownership page compare?

The chart compares Stratos Wealth Advisors, LLC's quarterly BTA 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.

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