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	-113,000	Closed	-$284K	–	394
2026 Q1	$284K	Hold	113,000	–	–	0.01%	556
2025 Q4	$295K	Sell	113,000 -53,000	-32%	-$140K	0.01%	526
2025 Q3	$445K	Sell	166,000 -162,000	-49%	-$434K	0.01%	392
2025 Q2	$889K	Hold	328,000	–	–	0.02%	249
2025 Q1	$882K	Hold	328,000	–	–	0.02%	209
2024 Q4	$872K	Buy	328,000 +3,000	+0.9%	+$8.12K	0.02%	195
2024 Q3	$884K	Buy	325,000 +142,000	+78%	+$387K	0.02%	194
2024 Q2	$487K	Sell	183,000 -194,000	-51%	-$508K	0.57%	36
2024 Q1	$1M	Buy	377,000 +347,000	+1,157%	+$947K	0.03%	178
2023 Q4	$80.4K	Sell	30,000 -347,000	-92%	-$926K	0.13%	85
2023 Q3	$1.01M	Hold	377,000	–	–	0.04%	176
2023 Q2	$1.03M	Sell	377,000 -36,100	-9%	-$101K	0.04%	159
2023 Q1	$1.14M	Hold	413,100	–	–	0.04%	151
2022 Q4	$1.14M	Sell	413,100 -26,667	-6%	-$74.5K	0.04%	150
2022 Q3	$1.24M	Hold	439,767	–	–	0.05%	136
2022 Q2	$1.31M	Hold	439,767	–	–	0.05%	136
2022 Q1	$1.39M	Sell	439,767 -301,229	-41%	-$994K	0.05%	141
2021 Q4	$2.66M	Buy	740,996 +5,663	+0.8%	+$20.4K	0.08%	106
2021 Q3	$2.66M	Buy	735,333 +30,000	+4%	+$111K	0.1%	104
2021 Q2	$2.64M	Buy	705,333 +40,000	+6%	+$148K	0.1%	110
2021 Q1	$2.48M	Buy	665,333 +67,300	+11%	+$252K	0.11%	102
2020 Q4	$2.28M	Buy	598,033 +103,033	+21%	+$388K	0.15%	45
2020 Q3	$1.85M	Buy	495,000 +417,000	+535%	+$1.6M	0.15%	48
2020 Q2	$289K	Buy	+78,000	New	+$294K	0.03%	159

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

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 113,000 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. 81 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 113,000 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.
81 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.