Atria Wealth Solutions
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
-3,250
Closed -$52.5K – 1735
2025
Q1 		$52.5K Sell
3,250
-167
-5% -$2.69K ﹤0.01% 1823
2024
Q4 		$54.5K Hold
3,417
– – ﹤0.01% 1932
2024
Q3 		$55.8K Sell
3,417
-2,915
-46% -$47.6K ﹤0.01% 1885
2024
Q2 		$101K Sell
6,332
-1,533
-19% -$24.1K ﹤0.01% 1859
2024
Q1 		$126K Sell
7,865
-307
-4% -$5.03K ﹤0.01% 1874
2023
Q4 		$131K Buy
8,172
+14
+0.2% +$224 ﹤0.01% 1831
2023
Q3 		$131K Buy
8,158
+13
+0.2% +$212 ﹤0.01% 1756
2023
Q2 		$134K Sell
8,145
-404
-5% -$6.75K ﹤0.01% 1755
2023
Q1 		$142K Sell
8,549
-1,723
-17% -$29.2K ﹤0.01% 1724
2022
Q4 		$170K Buy
10,272
+13
+0.1% +$218 ﹤0.01% 1639
2022
Q3 		$173K Buy
10,259
+6,900
+205% +$121K ﹤0.01% 1579
2022
Q2 		$60K Sell
3,359
-7,828
-70% -$141K ﹤0.01% 1571
2022
Q1 		$211K Buy
+11,187
New +$222K ﹤0.01% 1564

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 3,250 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 3,250 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.