Back to Closed-End Fund Advisors, Inc.

Closed-End Fund Advisors, Inc.

Q2 2026 13F filing

Updated 48 days ago

163 disclosed positions worth $102.4M

Portfolio value
$102.4M
Total holdings
163
New positions
10
Closed positions
9
Increased
66
Decreased
65
Turnover
11.7%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

K
1.KYN

KAYNE ANDERSON ENERGY INFRST

+2.8%
Value
$4.3M
Shares
311.1K
% Port
4.20%
B

BLUEROCK PVT REAL ESTATE FD

+17.0%
Value
$2.7M
Shares
208.5K
% Port
2.65%
M
3.MFM

ABERDEEN MUN INCOME FD

+69.6%
Value
$2.6M
Shares
466.8K
% Port
2.56%
E
4.EAD

ALLSPRING GLOBAL DIVIDEND OP

-0.9%
Value
$2.3M
Shares
349.9K
% Port
2.23%
T
5.TYG

TORTOISE ENERGY INFRSTRCTR C

-5.3%
Value
$1.9M
Shares
44.6K
% Port
1.87%
F

FS SPECIALTY LENDING FD

+30.0%
Value
$1.9M
Shares
170.3K
% Port
1.86%
C
7.CSQ

CALAMOS LNG SHR EQT DYNAMIC

+3.5%
Value
$1.9M
Shares
143.2K
% Port
1.83%
R

RIVERNORTH FLEXIBLE MUNI INC

-4.4%
Value
$1.8M
Shares
135.3K
% Port
1.80%
?
9.N/A

SABA CAPITAL INCOME & OPPORT

+1.8%
Value
$1.7M
Shares
204.1K
% Port
1.66%
H

HIGHLAND OPPS & INCOME FD

+0.7%
Value
$1.7M
Shares
237.1K
% Port
1.65%
?
11.N/A

NYLI CBRE GBL INFR MEGTRNDS

-3.1%
Value
$1.7M
Shares
110.3K
% Port
1.64%
?
12.N/A

PIMCO NEW YORK MUN FD II

-0.4%
Value
$1.7M
Shares
234.9K
% Port
1.63%
O
13.OTF

BLUE OWL TECHNOLOGY FIN CORP

-5.9%
Value
$1.7M
Shares
159.5K
% Port
1.61%
?
14.N/A

ABRDN NATL MUN INCOME FD

+3.1%
Value
$1.6M
Shares
158.4K
% Port
1.60%
S
15.SDHY

PGIM SHORT DUR HIG YLD OPP F

-8.6%
Value
$1.6M
Shares
97.3K
% Port
1.56%
?
16.N/A

NUVEEN CHURCHILL DIRECT LEND

+35.9%
Value
$1.6M
Shares
126.3K
% Port
1.53%
?
17.N/A

DESTRA MULTI-ALTERNATIVE FD

+4.2%
Value
$1.6M
Shares
209.2K
% Port
1.53%
F
18.FINS

ANGEL OAK FINL STRATEGIES IN

-1.5%
Value
$1.5M
Shares
118.8K
% Port
1.49%
R
19.RA

BROOKFIELD REAL ASSETS INCOM

+1.4%
Value
$1.5M
Shares
116.6K
% Port
1.47%
?
20.N/A

NEUBERGER ENGY INFRSTR & INC

+2.4%
Value
$1.4M
Shares
142.7K
% Port
1.41%
W
21.WIW

WESTERN AST INFL LKD OPP & I

+0.5%
Value
$1.3M
Shares
157.1K
% Port
1.29%
P
22.PPT

PUTNAM ETF TRUST

+70.5%
Value
$1.3M
Shares
47.8K
% Port
1.27%
G
23.GUG

GUGGENHEIM ACTIVE ALLOC FD

-24.5%
Value
$1.3M
Shares
80.6K
% Port
1.26%
F
24.FSCO

FS CREDIT OPPORTUNITIES CORP

-8.3%
Value
$1.2M
Shares
242.3K
% Port
1.18%
E
25.EMO

CLEARBRIDGE ENERGY MIDSTREAM

+0.1%
Value
$1.1M
Shares
22.9K
% Port
1.12%
B
26.BANX

ARROWMARK FINANCIAL CORP

-21.7%
Value
$1.1M
Shares
54.6K
% Port
1.04%
?
27.N/A

KAYNE ANDERSON BDC INC

+118.9%
Value
$1.1M
Shares
78.5K
% Port
1.04%
?
28.N/A

BLACKSTONE LONG SHORT CR INC

+28.2%
Value
$1.1M
Shares
96.9K
% Port
1.03%
?
29.N/A

COHEN & STEERS REAL ESTATE O

+3.8%
Value
$1.1M
Shares
66.8K
% Port
1.03%
D
30.DFP

FLAHERTY & CRUMRINE DYNAMIC

+14.8%
Value
$1M
Shares
50.5K
% Port
1.02%
X
31.XFLT

XAI FLOATING RATE & ALTER IN

+9.5%
Value
$996K
Shares
56.8K
% Port
0.97%
J
32.JRS

NUVEEN REAL ESTATE INCOME FD

+6.8%
Value
$983K
Shares
116.6K
% Port
0.96%
?
33.N/A

NUVEEN VRIABL RAT PFD & INM

-5.5%
Value
$970K
Shares
51.5K
% Port
0.95%
P
34.PCQ

PIMCO CALIF MUN INCOME FD

-4.3%
Value
$938K
Shares
104.6K
% Port
0.92%
?
35.N/A

BAIN CAP SPECIALTY FIN INC

-2.5%
Value
$929K
Shares
74.2K
% Port
0.91%
N
36.NEA

NUVEEN MULTI ASSET INCOME FU

+2.4%
Value
$912K
Shares
64.4K
% Port
0.89%
F
37.FFC

FLAHERTY & CRUMRINE PFD INCO

+0.2%
Value
$877K
Shares
94.9K
% Port
0.86%
P
38.PGZ

PRINCIPAL REAL ESTATE INCOME

+1.3%
Value
$852K
Shares
82.8K
% Port
0.83%
T

TRINITY CAP INC

-7.6%
Value
$845K
Shares
47.3K
% Port
0.83%
C
40.CGBD

CARLYLE SECURED LENDING INC

-20.9%
Value
$822K
Shares
78.1K
% Port
0.80%
J
41.JRI

NUVEEN REAL ASSET INCOME & G

+6.9%
Value
$801K
Shares
61.8K
% Port
0.78%
F
42.FFC

FLAHERTY & CRUMRINE TOTAL RE

+3.2%
Value
$786K
Shares
46.5K
% Port
0.77%
H
43.HCXY

HERCULES CAPITAL INC

+64.8%
Value
$776K
Shares
49.2K
% Port
0.76%
P
44.PSUS

PERSHING SQUARE USA LTD

Value
$775K
Shares
20.7K
% Port
0.76%
T
45.TBLD

THORNBURG INCM BUILDER OPP T

-4.3%
Value
$758K
Shares
34.3K
% Port
0.74%
P
46.PDI

PIMCO ETF TR

-6.3%
Value
$732K
Shares
7.3K
% Port
0.72%
H
47.HQH

ABRDN HEALTHCARE INVESTORS

-15.1%
Value
$710K
Shares
32.3K
% Port
0.69%
?
48.N/A

FEDERATED HERMES PREM MUNI I

+17.9%
Value
$702K
Shares
61.1K
% Port
0.69%
A
49.AOD

ABRDN TOTAL DYNAMIC DIVIDEND

+1.3%
Value
$701K
Shares
68.0K
% Port
0.68%
?
50.N/A

ALLIANCEBERNSTEIN NATL MUN I

-3.2%
Value
$692K
Shares
60.7K
% Port
0.68%