Amplius Wealth Advisors, LLC
Position in BTT — BlackRock Municipal 2030 Target Term Trust
CIK 1900584
BLUE BELL, PA
Position in BTT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,282,826
-$68,462 QoQ
Shares Held
100,344
-3.1% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#32
of 141 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Amplius Wealth Advisors, LLC holds $31,024,894 across 10 Asset Management names. BTT ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
129,420 | $15,228,851 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
21,766 | $7,365,614 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
146,335 | $3,469,602 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
This page
|
100,344 | $2,282,826 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
83,925 | $1,080,954 | |
| 6 | BCAT |
BlackRock Capital Allocation Term Trust
|
35,290 | $562,169 | |
| 7 | BSTZ |
BlackRock Science & Technology Term Trust
|
14,525 | $436,185 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
32,185 | $315,734 |
All Filings in BTT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,282,826 | 100,344 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,351,288 | 103,581 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,389,413 | 104,707 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,350,753 | 104,664 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,294,290 | 104,810 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,233,608 | 105,210 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,223,452 | 107,987 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,679,085 | 123,917 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,595,149 | 124,947 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,762,566 | 131,176 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,836,433 | 136,367 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,905,249 | 149,678 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,402,267 | 163,728 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,031,547 | 139,574 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,245,788 | 152,456 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,526,382 | 171,851 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,879,683 | 175,155 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $4,237,969 | 179,347 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,614,710 | 177,968 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||