AWS
MIN

Atria Wealth Solutions’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Atria Wealth Solutions’s Portfolio MIN Stock Details MIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,500
Closed -$52.5K – 1735
2025
Q1 		$52.5K Sell
19,500
-1,000
-5% -$2.69K ﹤0.01% 1823
2024
Q4 		$54.5K Hold
20,500
– – ﹤0.01% 1932
2024
Q3 		$55.8K Sell
20,500
-17,490
-46% -$47.6K ﹤0.01% 1885
2024
Q2 		$101K Sell
37,990
-9,199
-19% -$24.1K ﹤0.01% 1859
2024
Q1 		$126K Sell
47,189
-1,842
-4% -$5.03K ﹤0.01% 1874
2023
Q4 		$131K Buy
49,031
+81
+0.2% +$216 ﹤0.01% 1831
2023
Q3 		$131K Buy
48,950
+80
+0.2% +$218 ﹤0.01% 1756
2023
Q2 		$134K Sell
48,870
-2,422
-5% -$6.75K ﹤0.01% 1755
2023
Q1 		$142K Sell
51,292
-10,337
-17% -$29.2K ﹤0.01% 1724
2022
Q4 		$170K Buy
61,629
+75
+0.1% +$210 ﹤0.01% 1639
2022
Q3 		$173K Buy
61,554
+41,399
+205% +$121K ﹤0.01% 1579
2022
Q2 		$60K Sell
20,155
-46,964
-70% -$141K ﹤0.01% 1571
2022
Q1 		$211K Buy
+67,119
New +$222K ﹤0.01% 1564

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Wealth Solutions's MIN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2025, closing a stake of 19,500 shares — an estimated $52.5K sold.

Atria Wealth Solutions first reported a position in MIN in Q1 2022 and held it in 13 quarters. The position peaked at $211K in Q1 2022. 87 funds tracked by Wall St. Rank hold MIN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,500 Aberdeen Intermediate Income Fund shares in Q2 2025, an estimated $52.5K.
  • Atria Wealth Solutions first reported a position in Aberdeen Intermediate Income Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Aberdeen Intermediate Income Fund position peaked at $211K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.