Focus Partners Wealth
MIN

Focus Partners Wealth’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Focus Partners 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 		$663K Buy
264,194
+21,000
+9% +$53.9K ﹤0.01% 1795
2025
Q4 		$635K Buy
243,194
+204,094
+522% +$538K ﹤0.01% 1843
2025
Q3 		$105K Hold
39,100
– – ﹤0.01% 2127
2025
Q2 		$106K Hold
39,100
– – ﹤0.01% 1936
2025
Q1 		$105K Hold
39,100
– – ﹤0.01% 1813
2024
Q4 		$104K Buy
+39,100
New +$106K ﹤0.01% 1793
2024
Q3 		– Sell
-39,100
Closed -$106K – 1663
2024
Q2 		$106K Buy
+39,100
New +$102K ﹤0.01% 1190

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

Focus Partners Wealth's MIN Position: Q1 2026 in Review

Focus Partners Wealth increased its Aberdeen Intermediate Income Fund (MIN) stake by 8.6% in Q1 2026, buying an estimated $53.9K and bringing the position to 264,194 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Focus Partners Wealth first reported a position in MIN in Q2 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • Focus Partners Wealth held 264,194 shares of Aberdeen Intermediate Income Fund worth $663K as of Q1 2026.
  • Focus Partners Wealth bought 21,000 Aberdeen Intermediate Income Fund shares in Q1 2026, an estimated $53.9K.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1795 holding.
  • Focus Partners Wealth first reported a position in Aberdeen Intermediate Income Fund in Q2 2024 and has held it in 7 quarters since.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

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