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

Elevated Capital 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
2021 Q1	$215K	Sell	4,398 -528	-11%	-$25.8K	0.08%	157
2020 Q4	$242K	Buy	4,926 +4	+0.1%	+$195	0.1%	160
2020 Q3	$240K	Sell	4,922 -14	-0.3%	-$680	0.11%	151
2020 Q2	$240K	Buy	+4,936	New	+$233K	0.11%	142
2019 Q4	$204K	Buy	+4,217	New	+$205K	0.23%	118
2019 Q1	$234K	Buy	+4,997	New	+$238K	0.15%	128

Other funds holding MINC

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

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

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

TLFA

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

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

Elevated Capital Advisors's MINC Position: Q1 2021 in Review

Elevated Capital Advisors reduced its AdvisorShares Newfleet Multi-Sector Income ETF (MINC) stake by 11% in Q1 2021, selling an estimated $25.8K and leaving 4,398 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #157.

Elevated Capital Advisors first reported a position in MINC in Q1 2019 and has held it in 6 quarters since. The position peaked at $242K in Q4 2020. 32 funds tracked by Wall St. Rank hold MINC as of Q1 2021.

Elevated Capital Advisors held 4,398 shares of AdvisorShares Newfleet Multi-Sector Income ETF worth $215K as of Q1 2021.
Elevated Capital Advisors sold 528 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q1 2021, an estimated $25.8K.
AdvisorShares Newfleet Multi-Sector Income ETF made up 0.08% of Elevated Capital Advisors's portfolio in Q1 2021, its #157 holding.
Elevated Capital Advisors first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q1 2019 and has held it in 6 quarters since.
Elevated Capital Advisors's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $242K in Q4 2020.
32 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q1 2021.

Based on Elevated Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.