EP Wealth Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

EP Wealth 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	$25.3K	Buy	+10,225	New	+$25.2K	﹤0.01%	1704
2025 Q2	$31.8K	Sell	11,750 -4,000	-25%	-$10.7K	﹤0.01%	1414
2025 Q1	$42.4K	Buy	+15,750	New	+$42.3K	﹤0.01%	1270
2024 Q4	–	Sell	-15,750	Closed	-$42.8K	–	1295
2024 Q3	$42.8K	Buy	15,750 +4,250	+37%	+$11.6K	﹤0.01%	1168
2024 Q2	$30.6K	Hold	11,500	–	–	﹤0.01%	842
2024 Q1	$30.6K	Hold	11,500	–	–	﹤0.01%	823
2023 Q4	$30.8K	Hold	11,500	–	–	﹤0.01%	806
2023 Q3	$30.8K	Buy	+11,500	New	+$31.3K	﹤0.01%	744

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

EP Wealth Advisors's MIN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Aberdeen Intermediate Income Fund (MIN) in Q2 2026: 10,225 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #1704 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in MIN as recently as Q2 2025.

EP Wealth Advisors first reported a position in MIN in Q3 2023 and has held it in 8 quarters since. The position peaked at $42.8K in Q3 2024. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

EP Wealth Advisors held 10,225 shares of Aberdeen Intermediate Income Fund worth $25.3K as of Q2 2026.
Aberdeen Intermediate Income Fund was a new EP Wealth Advisors position in Q2 2026.
Aberdeen Intermediate Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1704 holding.
EP Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q3 2023 and has held it in 8 quarters since.
EP Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $42.8K in Q3 2024.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.