Accurate Wealth Management’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Accurate Wealth Management’s Portfolio MINC Stock Details MINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,631	Closed	-$299K	–	295
2023 Q1	$299K	Buy	6,631 +6,492	+4,671%	+$291K	0.1%	188
2022 Q4	$6.22K	Buy	+139	New	+$6.2K	﹤0.01%	972

Other funds holding MINC

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Accurate Wealth Management's MINC Position: Q2 2023 in Review

Accurate Wealth Management sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q2 2023, closing a stake of 6,631 shares — an estimated $299K sold.

Accurate Wealth Management first reported a position in MINC in Q4 2022 and held it in 2 quarters. The position peaked at $299K in Q1 2023. 24 funds tracked by Wall St. Rank hold MINC as of Q2 2023.

Accurate Wealth Management reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q2 2023 after selling out during the quarter.
Accurate Wealth Management sold 6,631 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q2 2023, an estimated $299K.
Accurate Wealth Management first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2022 and held it in 2 quarters.
Accurate Wealth Management's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $299K in Q1 2023.
24 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q2 2023.

Based on Accurate Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.