Fortitude Advisory Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Fortitude Advisory 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 Q3	$510K	Hold	36,655	–	–	0.19%	118
2026 Q2	$543K	Sell	36,655 -1,314	-3%	-$19.4K	0.21%	103
2026 Q1	$572K	Hold	37,969	–	–	0.26%	84
2025 Q4	$595K	Hold	37,969	–	–	0.25%	69
2025 Q3	$611K	Hold	37,969	–	–	0.33%	62
2025 Q2	$617K	Hold	37,969	–	–	0.35%	56
2025 Q1	$604K	Buy	37,969 +125	+0.3%	+$2.02K	0.43%	46
2024 Q4	$604K	Buy	37,844 +303	+0.8%	+$4.92K	0.36%	54
2024 Q3	$613K	Hold	37,541	–	–	0.39%	52
2024 Q2	$599K	Hold	37,541	–	–	0.36%	52
2024 Q1	$599K	Buy	37,541 +1,700	+5%	+$27.8K	0.34%	64
2023 Q4	$576K	Buy	35,841 +310	+0.9%	+$4.96K	0.35%	56
2023 Q3	$571K	Buy	35,531 +1,544	+5%	+$25.2K	0.39%	55
2023 Q2	$559K	Buy	33,987 +3,596	+12%	+$60.1K	0.41%	54
2023 Q1	$505K	Buy	30,391 +483	+2%	+$8.2K	0.39%	62
2022 Q4	$495K	Buy	29,908 +304	+1%	+$5.1K	0.42%	63
2022 Q3	$499K	Buy	29,604 +295	+1%	+$5.17K	0.47%	54
2022 Q2	$522K	Buy	29,309 +1,174	+4%	+$21.2K	0.48%	53
2022 Q1	$532K	Buy	28,135 +1,297	+5%	+$25.7K	0.28%	60
2021 Q4	$578K	Buy	+26,838	New	+$581K	0.29%	57

Other funds holding MIN

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

TWM

Todd Wealth Management Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Fortitude Advisory Group's MIN Position: Q3 2026 in Review

Fortitude Advisory Group held its Aberdeen Intermediate Income Fund (MIN) position steady in Q3 2026 at 36,655 shares worth $510K. The position accounts for 0.19% of the portfolio, ranked #118.

Fortitude Advisory Group first reported a position in MIN in Q4 2021 and has held it in 20 quarters since. The position peaked at $617K in Q2 2025. 13 funds tracked by Wall St. Rank hold MIN as of Q3 2026.

Fortitude Advisory Group held 36,655 shares of Aberdeen Intermediate Income Fund worth $510K as of Q3 2026.
Fortitude Advisory Group left its Aberdeen Intermediate Income Fund share count unchanged in Q3 2026.
Aberdeen Intermediate Income Fund made up 0.19% of Fortitude Advisory Group's portfolio in Q3 2026, its #118 holding.
Fortitude Advisory Group first reported a position in Aberdeen Intermediate Income Fund in Q4 2021 and has held it in 20 quarters since.
Fortitude Advisory Group's Aberdeen Intermediate Income Fund position peaked at $617K in Q2 2025.
13 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.