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Portfolio (Quarterly) Guide ↗

Karpus Management, Inc.

· CIK 0001048703
13F Portfolio $3.3B AUM 214 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 35 New 67 Added 81 Reduced 25 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AOD ABERDEEN TOTAL DYNAMIC DIVID Financial Services 13,645.0 $133K 0.00% -1.1M -98.8% $9.75 +6.7%
Page 5 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 99.7%
Healthcare 0.1%
Technology 0.1%
Communication Services 0.0%
Consumer Cyclical 0.0%
Industrials 0.0%