Clearstead Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Clearstead Advisors’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
2026 Q2	$2.22K	Hold	900	–	–	﹤0.01%	2446
2026 Q1	$2.26K	Hold	900	–	–	﹤0.01%	1874
2025 Q4	$2.35K	Hold	900	–	–	﹤0.01%	2124
2025 Q3	$2.41K	Hold	900	–	–	﹤0.01%	2399
2025 Q2	$2.44K	Hold	900	–	–	﹤0.01%	2284
2025 Q1	$2.42K	Hold	900	–	–	﹤0.01%	1871
2024 Q4	$2.39K	Hold	900	–	–	﹤0.01%	1826
2024 Q3	$2.45K	Hold	900	–	–	﹤0.01%	1818
2024 Q2	$2.39K	Buy	+900	New	+$2.36K	﹤0.01%	1794

Other funds holding MIN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Clearstead Advisors's MIN Position: Q2 2026 in Review

Clearstead Advisors held its Aberdeen Intermediate Income Fund (MIN) position steady in Q2 2026 at 900 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Clearstead Advisors first reported a position in MIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.45K in Q3 2024. 38 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Clearstead Advisors held 900 shares of Aberdeen Intermediate Income Fund worth $2.22K as of Q2 2026.
Clearstead Advisors left its Aberdeen Intermediate Income Fund share count unchanged in Q2 2026.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2446 holding.
Clearstead Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Aberdeen Intermediate Income Fund position peaked at $2.45K in Q3 2024.
38 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.