Closed-End Fund Advisors, Inc.

Holdings as of 2026-06-30, filed 2026-07-27

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
163
Value reported by manager
$102.4M
Sum of our stored positions
$102.4M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
13.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

163 largest shown
IssuerClassValueSharesTypeCUSIP
KAYNE ANDERSON ENERGY INFRSTCOM$4.3M311,135486606106
BLUEROCK PVT REAL ESTATE FDCOM$2.7M208,54709631P102
ABERDEEN MUN INCOME FDSH BEN INT$2.6M466,837552738106
ALLSPRING GLOBAL DIVIDEND OPCOM$2.3M349,86094987C103
TORTOISE ENERGY INFRSTRCTR CCOM$1.9M44,60189147L886
FS SPECIALTY LENDING FDCOM SH BEN INT$1.9M170,332644323107
CALAMOS LNG SHR EQT DYNAMICCOM$1.9M143,17612812C106
RIVERNORTH FLEXIBLE MUNI INCCOM$1.8M135,32876883Y107
SABA CAPITAL INCOME & OPPORTCOM NEW$1.7M204,065880198205
HIGHLAND OPPS & INCOME FDHIGHLAND INCOME$1.7M237,06743010E404
NYLI CBRE GBL INFR MEGTRNDSCOM$1.7M110,32756064Q107
PIMCO NEW YORK MUN FD IICOM$1.7M234,87672200Y102
BLUE OWL TECHNOLOGY FIN CORPCOMMON STOCK$1.7M159,487095924106
ABRDN NATL MUN INCOME FDSH BEN INT$1.6M158,42424610T108
PGIM SHORT DUR HIG YLD OPP FCOM$1.6M97,29369355J104
NUVEEN CHURCHILL DIRECT LENDCOM SHS$1.6M126,32967090S108
DESTRA MULTI-ALTERNATIVE FDCOMMON SHARES$1.6M209,21225065A502
ANGEL OAK FINL STRATEGIES INCOM BEN INT$1.5M118,84803464A100
BROOKFIELD REAL ASSETS INCOMSHS BEN INT$1.5M116,624112830104
NEUBERGER ENGY INFRSTR & INCCOM$1.4M142,74064129H104
WESTERN AST INFL LKD OPP & ICOM$1.3M157,10695766R104
PUTNAM ETF TRUSTBDC INCOME ETF$1.3M47,816746729508
GUGGENHEIM ACTIVE ALLOC FDCOMMON STOCK$1.3M80,58640170T106
FS CREDIT OPPORTUNITIES CORPCOMMON STOCK$1.2M242,29130290Y101
CLEARBRIDGE ENERGY MIDSTREAMCOM$1.1M22,88518469P209
ARROWMARK FINANCIAL CORPCOM$1.1M54,650861780104
KAYNE ANDERSON BDC INCCOM SHS$1.1M78,50148662X105
BLACKSTONE LONG SHORT CR INCCOM SHS BN INT$1.1M96,94109257D102
COHEN & STEERS REAL ESTATE OSHS BENFIN INT$1.1M66,77119249Q103
FLAHERTY & CRUMRINE DYNAMICSHS$1M50,50933848W106
XAI FLOATING RATE & ALTER INCOM SHS BENF INT$996.4K56,77798400T304
NUVEEN REAL ESTATE INCOME FDCOM$982.8K116,58067071B108
NUVEEN VRIABL RAT PFD & INMCOM$969.6K51,51967080R102
PIMCO CALIF MUN INCOME FDCOM$938K104,57672200N106
BAIN CAP SPECIALTY FIN INCCOM STK$928.8K74,18605684B107
NUVEEN MULTI ASSET INCOME FUCOM$912K64,361670750108
FLAHERTY & CRUMRINE PFD INCOCOM$877.1K94,92933848E106
PRINCIPAL REAL ESTATE INCOMESHS BEN INT$852.3K82,82574255X104
TRINITY CAP INCCOM$845.5K47,259896442308
CARLYLE SECURED LENDING INCCOM$822.4K78,104872280102
NUVEEN REAL ASSET INCOME & GCOM$800.9K61,80067074Y105
FLAHERTY & CRUMRINE TOTAL RECOM$786.3K46,527338479108
HERCULES CAPITAL INCCOM$775.8K49,193427096508
PERSHING SQUARE USA LTDCOM SHS$775.1K20,73571531T105
THORNBURG INCM BUILDER OPP TCOM$757.8K34,337885213108
PIMCO ETF TRENHAN SHRT MA AC$732.4K7,26572201R833
ABRDN HEALTHCARE INVESTORSSH BEN INT$709.8K32,29387911J103
FEDERATED HERMES PREM MUNI ICOM$702K61,09731423P108
ABRDN TOTAL DYNAMIC DIVIDENDCOM SH BEN INT$700.8K67,97700326L100
ALLIANCEBERNSTEIN NATL MUN ICOM$692.5K60,68901864U106
NEUBERGER NEXT GENERATIONCOMMON STOCK$678.1K40,99664133Q108
BNY MELLON STRATEGIC MUNS INCOM$676.5K104,71805588W108
VIRTUS DIVIDEND INTEREST & PCOM$653.9K43,05092840R101
MICROSOFT CORPCOM$634.5K1,701594918104
BNY MELLON STRATEGIC MUN BDCOM$617.1K100,33909662E109
ABRDN EMERGING MARKETS EX CHCOM$612.7K63,82000301W105
MORGAN STANLEY DIRECT LENDINCOM SHS$612.6K40,51661774A103
DUFF & PHELPS UTLITY AND INFCOM$603.9K40,69526433C105
ABRDN LIFE SCIENCES INVESTORSH BEN INT$603.7K30,17187911K100
BLACKSTONE STRATEGIC CRED 20COM SHS BEN IN$594.9K52,64509257R101
RIVERNORTH MANAGED DUR MUN ICOM$577.6K38,40176882M104
BLACKROCK MUNIHOLDINGS FD INCOM$576.4K48,44109253N104
BLACKROCK ENHANCED GLOBALCOM$564.5K46,691092501105
CRESCENT CAP BDC INCCOM$561.6K51,426225655109
EATON VANCE TAX-MANAGED GLOBCOM$561.3K58,22627829C105
WESTERN ASSET MANAGED MUNS FCOM$561.2K53,85595766M105
NUVEEN S&P 500 DYNAMIC OVERWCOM$552.3K29,6296706EW100
SIXTH STREET SPECIALTY LENDICOM$548.4K31,93783012A109
BLACKROCK MUN TARGET TERM TRCOM SHS BEN IN$538K23,64709257P105
CENTRAL SECS CORPCOM$537.1K10,240155123102
BLACKROCK ENHANCED INTL DIVCOM BENE INTER$522.5K91,033092524107
BLACKSTONE SECD LENDING FDCOMMON STOCK$516.5K21,78409261X102
ARES DYNAMIC CR ALLOCATION FCOM$502K39,74804014F102
ABRDN GLOBAL INFRA INCOME FUCOM SHS BEN INT$491.2K21,12600326W106
GOLUB CAP BDC INCCOM$490.5K38,08338173M102
ELI LILLY & COCOM$479.8K400532457108
CAPITAL SOUTHWEST CORPCOM$463.2K19,487140501107
NUVEEN MUN CR INCOME FDCOM SH BEN INT$427.1K33,68467070X101
SRH TOTAL RETURN FUND INCCOM$412.4K23,039101507101
TEMPLETON EMERGING MKTS FDCOM$410.3K17,672880191101
FIRST TR EXCHNG TRADED FD VIFT ENER INCO ETF$396.1K18,13533740F276
RUNWAY GROWTH FINANCE CORPCOM$396K70,58578163D100
GOLDMAN SACHS BDC INCSHS$395.7K41,74238147U107
ARES CAPITAL CORPCOM$370.4K19,98704010L103
ALLSPRING MULTI SECTOR INCOMCOM$364.4K39,56494987D101
NUVEEN MORTGAGE AND INCOME FCOM$362K20,710670735109
ABERDEEN MULTI-MARKET INCOMESH BEN INT$359.1K81,616552737108
VOYA GLBL ADV & PREM OPP FDCOM$357.4K36,10392912R104
NUVEEN AMT FREE MUN CR INC FCOM$346.2K27,04367071L106
BLACKROCK MUNIYIELD QUALITYCOM$343.1K30,88109254E103
WESTERN ASSET DIVERSIFIED INCOM SHS BEN INT$342.9K25,28795790K109
MIDCAP FINANCIAL INVSTMNT COCOM NEW$332.3K32,96703761U502
ADAMS DIVERSIFIED EQUITY FDCOM$331.2K12,964006212104
EXCHANGE LISTED FDS TRSABA INT RATE$329.5K12,85130151E806
BLACKROCK TECH AND PRIVATE ESHS BEN INT$329K36,43809260Q108
BLACKROCK CR ALLOCATIONCOM$327.4K32,040092508100
RIVERNORTH DOUBLELINE STRATECOM$326.7K42,32476882G107
NEUBERGER MUN FD INCCOM$326.2K30,91664124P101
VIRTUS CONVERTIBLE & INC FDCOM NEW$325.5K20,47192838U801
BLACKROCK SCIENCE & TECHNOLOSHS BEN INT$317.3K10,56709260K101
GAMCO NAT RES GOLD & INCOMESH BEN INT$304.5K37,36236465E101
WHITEHORSE FIN INCCOM$301.5K44,99696524V106
BARINGS BDC INCCOM$300.6K35,28406759L103
FS KKR CAP CORPCOM$298.3K28,406302635206
AMGEN INCCOM$289.7K800031162100
EATON VANCE SR FLTNG RTE TRCOM$286K26,98027828Q105
BLACKROCK RES & COMMODITIESSHS$280K24,75909257A108
MORGAN STANLEY EMERGING MKTSCOM$279.3K47,505617477104
CALAMOS STRATEGIC TOTAL RETUCOM SH BEN INT$278.3K13,536128125101
CHICAGO ATLANTIC BDC INCCOM$276.5K28,303828174102
NUVEEN NY AMT FREECOM$271.8K25,352670656107
BLACKROCK MUNIHLDGS NJ QLTYCOM$264.7K21,50409254X101
BLACKROCK MUNIYIELD N Y QUALCOM$264.3K26,03509255E102
GABELLI DIVID & INCOME TRCOM$262.7K8,93736242H104
DOUBLELINE YIELD OPPORTUNITICOM$253.9K18,04925862D105
NUVEEN FLOATING RATE INCOMECOM$252.7K32,94267072T108
ROYCE SMALL CAP TRUST INCCOM$251.9K13,638780910105
EATON VANCE TAX-MANAGED GLOBCOM$245.5K25,02227829F108
BRANDYWINEGBL GBL INCM OPP FCOM$238.3K30,00810537L104
NUVEEN CR STRATEGIES INCOMECOM SHS$237.4K48,85667073D102
RIVERNORTH FLEXIBLE MUN INCOCOM$233.8K15,82076883H104
CALAMOS GBL DYN INCOME FUNDCOM$231.9K26,02912811L107
NUVEEN CORE PLUS IMPACT FUNDCOM BEN INT$231.9K22,88867080D103
PUTNAM MUN OPPORTUNITIES TRSH BEN INT$228.1K21,640746922103
COHEN & STEERS TAX ADVAN PFDCOM$224.8K11,72319249X108
CION INVT CORPCOM$214.5K34,43017259U204
EATON VANCE NATL MUN OPPORTCOM SHS$208.6K11,83727829L105
GOLDMAN SACHS GROUP INCCOM$202.3K20038141G104
CISCO SYS INCCOM$201.4K1,71517275R102
BNY MELLON MUN BD INFRASTRUCCOM SHS$197.4K17,88309662W109
BLACKROCK TCP CAPITAL CORPCOM$196.6K58,51309259E108
NUVEEN PFD & INCOME OPPORTUNCOM$195.3K24,78567073B106
EATON VANCE RISK-MANAGED DIVCOM$193.2K23,36427829G106
NUVEEN GLOBAL HIGH INCOME FDSHS$188.9K14,84267075G103
NEW MTN FIN CORPCOM$185.6K25,888647551100
DTF TAX-FREE INCOME 2028 TERCOM$184.5K15,97623334J107
ABRDN ASIA PACIFIC INCOME FUCOM NEW$176.5K12,002003009867
RIVERNORTH MANAGED DUR MUN ICOM$176K11,90476882H105
FLAHERTY & CRUMRIN PFD & INMCOM$170.4K10,464338478100
ROYCE MICRO-CAP TR INCCOM$170K11,610780915104
NUVEEN CA DIVI ADV MUNCOM$168.4K13,89167066Y105
TRIPLEPOINT VENTURE GROWTH BCOM$166K33,80489677Y100
BLACKROCK CAP ALLOCATION TERCOM$165.7K10,40209260U109
NUVEEN MUN HIGH INCOME OPPORCOM$161.5K15,275670682103
BLACKROCK MUNIHLDNGS CALICOM$153.5K13,96909254L107
VOYA ASIA PAC HIGH DIV EQT ICOM$153K16,50292912J102
INVESCO TR INVT GRADE MUNSCOM$144.8K13,66346131M106
WESTERN ASSET INTER MUNICOM$137.5K17,477958435109
VOYA GLBL EQTY DIV & PREM OPCOM$136.7K22,26392912T100
BLACKROCK MUNIYILD QULT FD ICOM$132.5K11,42609254F100
EAGLE POINT INCOME COMPANY ICOM$121.3K12,041269817102
BNY MELLON HIGH YIELD STRATESH BEN INT$113.1K46,74309660L105
GABELLI HEALTHCARE & WELLNESSHS$106.5K11,26936246K103
EATON VANCE SR INCOME TRSH BEN INT$99.8K20,04627826S103
INVESCO SR INCOME TRCOM$97.3K32,43346131H107
BCP INVESTMENT CORPORATIONCOM NEW$96.6K13,26573688F201
CLOUGH GLOBAL DIVID & INCOMECOM$90.6K13,64318913Y103
VIRTUS GLOBAL MULTI-SECTOR ICOM$86.5K11,53392829B101
MOUNT LOGAN CAP INCCOM$60.8K17,68362188E103
PUTNAM PREMIER INCOME TRSH BEN INT$57.1K16,360746853100
HORIZON TECHNOLOGY FIN CORPCOM$49.3K10,43244045A102
NEUBERGER R/EST SECS INC FDCOM$42.6K14,05464190A103
PUTNAM MASTER INTER INCOME TSH BEN INT$37.6K11,649746909100
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27

Closed-End Fund Advisors, Inc. — 163 positions reported for 2026Q2 — Tapewire