CoreCap Advisors’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

CoreCap Advisors’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
2022 Q4	$9.62K	Buy	+216	New	+$9.64K	﹤0.01%	1555
2022 Q3	–	Sell	-216	Closed	-$10K	–	2355
2022 Q2	$10K	Buy	+216	New	+$9.98K	﹤0.01%	1496
2022 Q1	–	Sell	-249	Closed	-$12K	–	2367
2021 Q4	$12K	Buy	+249	New	+$12.1K	﹤0.01%	1509

Other funds holding MINC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

CoreCap Advisors's MINC Position: Q4 2022 in Review

CoreCap Advisors opened a new position in AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q4 2022: 216 shares worth $9.62K. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in MINC as recently as Q2 2022.

CoreCap Advisors first reported a position in MINC in Q4 2021 and has held it in 3 quarters since. The position peaked at $12K in Q4 2021. 27 funds tracked by Wall St. Rank hold MINC as of Q4 2022.

CoreCap Advisors held 216 shares of AdvisorShares Newfleet Multi-Sector Income ETF worth $9.62K as of Q4 2022.
AdvisorShares Newfleet Multi-Sector Income ETF was a new CoreCap Advisors position in Q4 2022.
AdvisorShares Newfleet Multi-Sector Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1555 holding.
CoreCap Advisors first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2021 and has held it in 3 quarters since.
CoreCap Advisors's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $12K in Q4 2021.
27 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.