EFG
MIN

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
Q1 		$118K Hold
45,083
– – 0.01% 511
2025
Q4 		$118K Sell
45,083
-534
-1% -$1.41K 0.01% 499
2025
Q3 		$122K Sell
45,617
-5,554
-11% -$14.9K 0.01% 481
2025
Q2 		$139K Hold
51,171
– – 0.01% 440
2025
Q1 		$138K Buy
+51,171
New +$138K 0.01% 411

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ethos Financial Group's MIN Position: Q1 2026 in Review

Ethos Financial Group held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 45,083 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #511.

Ethos Financial Group first reported a position in MIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $139K in Q2 2025. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • Ethos Financial Group held 45,083 shares of Aberdeen Intermediate Income Fund worth $118K as of Q1 2026.
  • Ethos Financial Group left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
  • Aberdeen Intermediate Income Fund made up 0.01% of Ethos Financial Group's portfolio in Q1 2026, its #511 holding.
  • Ethos Financial Group first reported a position in Aberdeen Intermediate Income Fund in Q1 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's Aberdeen Intermediate Income Fund position peaked at $139K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.