EW
MIN

Evoke Wealth’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Evoke Wealth’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 		– Sell
-18,833
Closed -$284K – 394
2026
Q1 		$284K Hold
18,833
– – 0.01% 556
2025
Q4 		$295K Sell
18,833
-8,834
-32% -$140K 0.01% 526
2025
Q3 		$445K Sell
27,667
-27,000
-49% -$434K 0.01% 392
2025
Q2 		$889K Hold
54,667
– – 0.02% 249
2025
Q1 		$882K Hold
54,667
– – 0.02% 209
2024
Q4 		$872K Buy
54,667
+500
+0.9% +$8.12K 0.02% 195
2024
Q3 		$884K Buy
54,167
+23,667
+78% +$387K 0.02% 194
2024
Q2 		$487K Sell
30,500
-32,333
-51% -$508K 0.57% 36
2024
Q1 		$1M Buy
62,833
+57,833
+1,157% +$947K 0.03% 178
2023
Q4 		$80.4K Sell
5,000
-57,833
-92% -$926K 0.13% 85
2023
Q3 		$1.01M Hold
62,833
– – 0.04% 176
2023
Q2 		$1.03M Sell
62,833
-6,017
-9% -$101K 0.04% 159
2023
Q1 		$1.14M Hold
68,850
– – 0.04% 151
2022
Q4 		$1.14M Sell
68,850
-4,445
-6% -$74.5K 0.04% 150
2022
Q3 		$1.24M Hold
73,295
– – 0.05% 136
2022
Q2 		$1.31M Hold
73,295
– – 0.05% 136
2022
Q1 		$1.38M Sell
73,295
-50,204
-41% -$994K 0.05% 141
2021
Q4 		$2.66M Buy
123,499
+943
+0.8% +$20.4K 0.08% 106
2021
Q3 		$2.66M Buy
122,556
+5,000
+4% +$111K 0.1% 104
2021
Q2 		$2.64M Buy
117,556
+6,667
+6% +$148K 0.1% 110
2021
Q1 		$2.48M Buy
110,889
+11,217
+11% +$252K 0.11% 102
2020
Q4 		$2.28M Buy
99,672
+17,172
+21% +$388K 0.15% 45
2020
Q3 		$1.85M Buy
82,500
+69,500
+535% +$1.6M 0.15% 48
2020
Q2 		$289K Buy
+13,000
New +$294K 0.03% 159

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evoke Wealth's MIN Position: Q2 2026 in Review

Evoke Wealth sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2026, closing a stake of 18,833 shares — an estimated $284K sold.

Evoke Wealth first reported a position in MIN in Q2 2020 and held it in 24 quarters. The position peaked at $2.66M in Q3 2021. 82 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

  • Evoke Wealth reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 18,833 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $284K.
  • Evoke Wealth first reported a position in Aberdeen Intermediate Income Fund in Q2 2020 and held it in 24 quarters.
  • Evoke Wealth's Aberdeen Intermediate Income Fund position peaked at $2.66M in Q3 2021.
  • 82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.