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
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 $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

Evoke Wealth's MIN Position: Q1 2026 in Review

Evoke Wealth held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 113,000 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #556.

Evoke Wealth first reported a position in MIN in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.66M in Q3 2021. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • Evoke Wealth held 113,000 shares of Aberdeen Intermediate Income Fund worth $284K as of Q1 2026.
  • Evoke Wealth left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
  • Aberdeen Intermediate Income Fund made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #556 holding.
  • Evoke Wealth first reported a position in Aberdeen Intermediate Income Fund in Q2 2020 and has held it in 24 quarters since.
  • Evoke Wealth's Aberdeen Intermediate Income Fund position peaked at $2.66M in Q3 2021.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.