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Newtek Bus Servs shares owned by Karpus Investment Management

Quarter-by-quarter ownership of Newtek Bus Servs (NEWTZ) shares owned by Karpus Investment Management from 13F filings

Historical chart of Karpus Investment Management investment in Newtek Bus Servs

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All positions including Newtek Bus Servs held by Karpus Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newtek Bus Servs by Karpus Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $15M 595k 25.19

More positions owned by Karpus Investment Management

EAGLE POINT CREDIT 7.75 percent DUE 06/30/2030 Preferred
OFS CAPITAL CORP 7.5 percent DUE 7/31/2058 Preferred
SOUND POINT MERIDIAN CAPITAL 7.875 percent DUE 7/31/2030 Preferred
SARATOGA INVESTMENT CORP 6.00 percent DUE 04/30/2027 Preferred (SAT)
OXFORD SQUARE CAPITAL CORP 7.75 percent DUE 7/31/2030 Preferred
OXFORD LANE CAPITAL CORP. 7.95 percent 2/29/2032 Preferred (OXLCG)
OXFORD LANE CAPITAL CORP, 5 percent, DUE 1/31/2027 Preferred
NEWTEK BUSINESS SERVICES 5.5 percent DUE 2/1/2026 Preferred (NEWTZ)
GREAT ELM CAPITAL CORP 5 7/8 percent DUE 6/30/2026 Preferred
TERRA INCOME 6 7 percent DUE 3/31/2026 Preferred
OXFORD LANE CAPITAL CORP. 7.125 percent 6/30/2029 Preferred
GLADSTONE INVESTMENT CORP 5 percent DUE 5/1/2026 Preferred (GAINN)
GLADSTONE INVESTMENT CORP 7.875 percent 02/01/2023 Preferred
OXFORD LANE CAPITAL CORP 6 percent DUE 8/31/2029 Preferred
GREAT ELM CAPITAL CORP 7.75 percent DUE 12/31/2030 Preferred

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Top funds holding Newtek Bus Servs

Karpus Investment Management

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