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Holdings (Monthly) Guide ↗

Booster Income Opportunities Fund

Monthly Holdings $484M AUM 72 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 21 New 1 Added 7 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 FIRST AMERICAN FUNDS INC 31846V336 Feb 2026 17,684,804 +341,479 $17.7M +2.0% 3.88% STIV
2 BARCLAYS BANK PLC 06749FJQ3 Feb 2026 17,000,000 $16.8M -0.6% 3.69% DBT
3 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17332UTW6 May 2026 16,500,000 NEW $16.3M 3.58% DBT
4 BOFA FINANCE LLC 09711MA51 Feb 2026 15,000,000 $15.0M -0.1% 3.29% DBT
5 NATIONAL BANK OF CANADA 63305MH95 Feb 2026 15,000,000 $14.6M -1.4% 3.19% DBT
6 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17333MD75 Feb 2026 12,000,000 $12.1M -0.4% 2.65% DBT
7 JPMORGAN CHASE FINANCIAL COMPANY LLC 48136MT23 Feb 2026 12,000,000 $11.8M +1.1% 2.59% DBT
8 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17332TGE3 Feb 2026 12,000,000 $11.8M -0.2% 2.59% DBT
9 BOFA FINANCE LLC 09711NQT0 Feb 2026 12,000,000 $11.8M +0.5% 2.59% DBT
10 BOFA FINANCE LLC 09711K2Y1 Feb 2026 11,500,000 $11.5M +1.7% 2.51% DBT
11 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17331BGR4 Feb 2026 11,000,000 $11.0M -0.8% 2.41% DBT
12 SOCIETE GENERALE SA 83371NNG7 Feb 2026 11,000,000 $10.9M +2.1% 2.40% DBT
13 HSBC USA INC 40447DRQ3 Feb 2026 10,500,000 $10.4M +0.8% 2.28% DBT
14 GS FINANCE CORP 40054RA50 May 2026 10,000,000 NEW $10.0M 2.20% DBT
15 BOFA FINANCE LLC 09711MAU6 Feb 2026 10,000,000 $10.0M -1.3% 2.19% DBT
16 BOFA FINANCE LLC 09712CNP4 May 2026 10,000,000 NEW $10.0M 2.19% DBT
17 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17333LSP1 Feb 2026 10,000,000 $10.0M -0.6% 2.19% DBT
18 BANK OF MONTREAL 06376KVJ4 May 2026 10,000,000 NEW $10.0M 2.18% DBT
19 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17332TRG6 Feb 2026 10,000,000 $9.8M -0.1% 2.15% DBT
20 BNP PARIBAS SA 09664HNZ9 May 2026 9,000,000 NEW $9.0M 1.98% DBT
21 UBS AG LONDON BRANCH 90310ERQ0 May 2026 9,000,000 NEW $9.0M 1.97% DBT
22 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17332V6Q2 May 2026 9,000,000 NEW $9.0M 1.97% DBT
23 BOFA FINANCE LLC 09711KFK7 Feb 2026 8,500,000 $8.4M +0.8% 1.84% DBT
24 GS FINANCE CORP 40058XDJ0 Feb 2026 8,000,000 $8.1M -0.1% 1.77% DBT
25 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17332VH31 May 2026 8,000,000 NEW $8.0M 1.75% DBT
26 NATIONAL BANK OF CANADA 63305TET9 May 2026 8,000,000 NEW $8.0M 1.75% DBT
27 BOFA FINANCE LLC 09711QJ20 May 2026 8,000,000 NEW $8.0M 1.75% DBT
28 BOFA FINANCE LLC 09711QEG4 May 2026 8,000,000 NEW $8.0M 1.74% DBT
29 NOMURA AMERICA FINANCE LLC 65541KLR3 Feb 2026 7,500,000 $7.4M -1.5% 1.62% DBT
30 NOMURA AMERICA FINANCE LLC 65541KJF2 Feb 2026 6,500,000 $6.4M +0.6% 1.41% DBT
31 NOMURA AMERICA FINANCE LLC 65541KQN7 May 2026 6,000,000 NEW $6.0M 1.31% DBT
32 BBVA GLOBAL SECURITIES BV 05557DHM2 May 2026 6,000,000 NEW $6.0M 1.31% DBT
33 BBVA GLOBAL SECURITIES BV 05557DHN0 May 2026 6,000,000 NEW $6.0M 1.31% DBT
34 BANK OF MONTREAL 06376JW64 Feb 2026 6,000,000 $5.9M -0.3% 1.30% DBT
35 BNP PARIBAS SA 05619UQ57 Feb 2026 6,000,000 $5.9M -0.6% 1.30% DBT
36 BOFA FINANCE LLC 09711KEZ5 Feb 2026 6,000,000 $5.9M +0.5% 1.29% DBT
37 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17332TQE2 Feb 2026 6,000,000 $5.9M -0.4% 1.28% DBT
38 Societe Generale S.A. 83371NY75 Feb 2026 6,000,000 $5.8M +0.2% 1.27% DBT
39 CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK SA 22534WAG3 Feb 2026 5,000,000 $5.0M -0.8% 1.10% DBT
40 HSBC USA INC 40447DGP7 Feb 2026 5,000,000 $5.0M -0.6% 1.10% DBT
41 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17333MKM4 Feb 2026 5,000,000 $5.0M -0.1% 1.10% DBT
42 BARCLAYS BANK PLC 06749H7J8 May 2026 5,000,000 NEW $5.0M 1.10% DBT
43 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17333MVK6 Feb 2026 5,000,000 $5.0M -0.1% 1.10% DBT
44 Credit Agricole Corporate and Investment Bank 22534W5N4 Feb 2026 5,000,000 $5.0M -0.2% 1.09% DBT
45 SOCIETE GENERALE SA 83371NLT1 Feb 2026 5,000,000 $5.0M +1.8% 1.09% DBT
46 BOFA FINANCE LLC 09711QAW3 May 2026 5,000,000 NEW $5.0M 1.09% DBT
47 UBS AG LONDON BRANCH 90310BLA7 Feb 2026 5,000,000 $5.0M +0.3% 1.09% DBT
48 BOFA FINANCE LLC 09711QQQ9 May 2026 5,000,000 NEW $5.0M 1.09% DBT
49 BOFA FINANCE LLC 09711NUR9 May 2026 5,000,000 NEW $5.0M 1.09% DBT
50 BNP PARIBAS SA 05619LZM0 Feb 2026 5,000,000 $5.0M +0.5% 1.09% DBT
51 JPMORGAN CHASE FINANCIAL COMPANY LLC 46660TXK1 May 2026 5,000,000 NEW $5.0M 1.09% DBT
52 JPMORGAN CHASE FINANCIAL COMPANY LLC 46660TX88 May 2026 5,000,000 NEW $5.0M 1.08% DBT
53 BBVA GLOBAL SECURITIES BV 05556N4L7 May 2026 5,000,000 NEW $4.9M 1.08% DBT
54 UBS AG LONDON BRANCH 90310BH61 Feb 2026 5,000,000 $4.9M -0.2% 1.07% DBT
55 BOFA FINANCE LLC 09711KWH5 Feb 2026 5,000,000 $4.9M +0.1% 1.07% DBT
56 CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK SA 22534WCF3 Feb 2026 4,000,000 $4.0M +1.6% 0.88% DBT
57 BOFA FINANCE LLC 09711MV33 Feb 2026 4,000,000 $4.0M +2.4% 0.88% DBT
58 BBVA GLOBAL SECURITIES BV 05556NNF9 Feb 2026 4,000,000 $4.0M +1.5% 0.87% DBT
59 CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK SA 22534WHB7 Feb 2026 3,000,000 $3.0M -0.1% 0.66% DBT
60 NOMURA AMERICA FINANCE LLC 65541KHY3 Feb 2026 3,000,000 $3.0M +0.7% 0.65% DBT
61 UBS AG LONDON BRANCH 90310BTY7 Feb 2026 3,000,000 $2.9M -0.0% 0.64% DBT
62 CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK SA 22534WDF2 Feb 2026 2,000,000 $2.0M +1.7% 0.44% DBT
63 BNP PARIBAS SA 05619Q2R4 Feb 2026 2,000,000 $2.0M +1.7% 0.44% DBT
64 BANK OF MONTREAL 06376JBX8 Feb 2026 2,000,000 $2.0M +1.6% 0.44% DBT
65 SOCIETE GENERALE SA 83371NT63 Feb 2026 2,000,000 $2.0M +2.1% 0.43% DBT
BofA Finance LLC 09711MRV6 15,000,000 SOLD $15.0M
Citigroup Global Markets Holdings Inc. 17333MQE6 12,000,000 SOLD $12.0M
BBVA Global Securities BV 05556GBD2 12,000,000 SOLD $11.8M
JPMorgan Chase Financial Co LLC 48136LGT0 6,500,000 SOLD $6.5M
Morgan Stanley Finance LLC. 61779TVD6 6,500,000 SOLD $6.4M
BNP Paribas SA 05616ULS5 5,000,000 SOLD $5.0M
UBS AG, London Branch 90309KC69 5,000,000 SOLD $5.0M