Cape Investment Advisory’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Cape Investment Advisory’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 Q3	–	Sell	-100	Closed	-$4.48K	–	951
2023 Q2	$4.48K	Hold	100	–	–	﹤0.01%	667
2023 Q1	$4.48K	Buy	+100	New	+$4.49K	﹤0.01%	693

Other funds holding MINC

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cape Investment Advisory's MINC Position: Q3 2023 in Review

Cape Investment Advisory sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q3 2023, closing a stake of 100 shares — an estimated $4.48K sold.

Cape Investment Advisory first reported a position in MINC in Q1 2023 and held it in 2 quarters. The position peaked at $4.48K in Q1 2023. 3 funds tracked by Wall St. Rank hold MINC as of Q3 2023.

Cape Investment Advisory reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q3 2023 after selling out during the quarter.
Cape Investment Advisory sold 100 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q3 2023, an estimated $4.48K.
Cape Investment Advisory first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q1 2023 and held it in 2 quarters.
Cape Investment Advisory's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $4.48K in Q1 2023.
3 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q3 2023.

Based on Cape Investment Advisory's 13F filing for Q3 2023, filed 7 Nov 2023.