AWMS
MINC

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

Advocacy Wealth Management Services’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
2021
Q3 		– Sell
-121
Closed -$6K – 209
2021
Q2 		$6K Hold
121
– – ﹤0.01% 150
2021
Q1 		$6K Hold
121
– – ﹤0.01% 131
2020
Q4 		$6K Hold
121
– – ﹤0.01% 129
2020
Q3 		$6K Hold
121
– – ﹤0.01% 125
2020
Q2 		$6K Sell
121
-74
-38% -$3.5K ﹤0.01% 121
2020
Q1 		$9K Sell
195
-5,302
-96% -$254K ﹤0.01% 102
2019
Q4 		$266K Sell
5,497
-28,260
-84% -$1.37M 0.08% 31
2019
Q3 		$1.64M Sell
33,757
-1,318
-4% -$63.9K 1.09% 18
2019
Q2 		$1.7M Sell
35,075
-4,411
-11% -$213K 1.23% 17
2019
Q1 		$1.9M Sell
39,486
-8,851
-18% -$422K 2.07% 12
2018
Q4 		$2.29M Sell
48,337
-20,243
-30% -$964K 1.72% 8
2018
Q3 		$3.28M Buy
68,580
+1,142
+2% +$54.7K 2.01% 8
2018
Q2 		$3.22M Buy
67,438
+4,344
+7% +$208K 2.12% 8
2018
Q1 		$3.03M Sell
63,094
-3,813
-6% -$184K 2.08% 8
2017
Q4 		$3.24M Sell
66,907
-1,036,047
-94% -$50.4M 2.23% 8
2017
Q3 		$53.7M Buy
1,102,954
+333,342
+43% +$16.3M 21.5% 1
2017
Q2 		$37.5M Buy
769,612
+211,575
+38% +$10.3M 13.44% 1
2017
Q1 		$27.1M Buy
558,037
+230,769
+71% +$11.2M 9.46% 1
2016
Q4 		$15.9M Buy
327,268
+29,653
+10% +$1.44M 4.77% 4
2016
Q3 		$14.6M Buy
297,615
+99,515
+50% +$4.87M 5.64% 4
2016
Q2 		$9.66M Buy
198,100
+77,982
+65% +$3.8M 4.87% 4
2016
Q1 		$5.81M Buy
+120,118
New +$5.82M 4.03% 5

Other funds holding MINC

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Advocacy Wealth Management Services's MINC Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q3 2021, closing a stake of 121 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in MINC in Q1 2016 and held it in 22 quarters. The position peaked at $53.7M in Q3 2017. 33 funds tracked by Wall St. Rank hold MINC as of Q3 2021.

  • Advocacy Wealth Management Services reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q3 2021 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 121 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q3 2021, an estimated $6K.
  • Advocacy Wealth Management Services first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q1 2016 and held it in 22 quarters.
  • Advocacy Wealth Management Services's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $53.7M in Q3 2017.
  • 33 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.