Ethos Financial Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Ethos Financial Group’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	$109K	Sell	7,338 -176	-2%	-$2.6K	0.01%	610
2026 Q1	$118K	Hold	7,514	–	–	0.01%	511
2025 Q4	$118K	Sell	7,514 -89	-1%	-$1.41K	0.01%	499
2025 Q3	$122K	Sell	7,603 -926	-11%	-$14.9K	0.01%	481
2025 Q2	$139K	Hold	8,529	–	–	0.01%	440
2025 Q1	$138K	Buy	+8,529	New	+$138K	0.01%	411

Other funds holding MIN

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

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

Ethos Financial Group's MIN Position: Q2 2026 in Review

Ethos Financial Group reduced its Aberdeen Intermediate Income Fund (MIN) stake by 2.3% in Q2 2026, selling an estimated $2.6K and leaving 7,338 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #610.

Ethos Financial Group first reported a position in MIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $139K in Q2 2025. 82 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Ethos Financial Group held 7,338 shares of Aberdeen Intermediate Income Fund worth $109K as of Q2 2026.
Ethos Financial Group sold 176 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $2.6K.
Aberdeen Intermediate Income Fund made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #610 holding.
Ethos Financial Group first reported a position in Aberdeen Intermediate Income Fund in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Aberdeen Intermediate Income Fund position peaked at $139K in Q2 2025.
82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.