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 Q1	$572K	Hold	227,811	–	–	0.26%	84
2025 Q4	$595K	Hold	227,811	–	–	0.25%	69
2025 Q3	$611K	Hold	227,811	–	–	0.33%	62
2025 Q2	$617K	Hold	227,811	–	–	0.35%	56
2025 Q1	$604K	Buy	227,811 +746	+0.3%	+$2.01K	0.43%	46
2024 Q4	$604K	Buy	227,065 +1,818	+0.8%	+$4.92K	0.36%	54
2024 Q3	$613K	Hold	225,247	–	–	0.39%	52
2024 Q2	$599K	Hold	225,247	–	–	0.36%	52
2024 Q1	$599K	Buy	225,247 +10,203	+5%	+$27.9K	0.34%	64
2023 Q4	$576K	Buy	215,044 +1,859	+0.9%	+$4.96K	0.35%	56
2023 Q3	$571K	Buy	213,185 +9,263	+5%	+$25.2K	0.39%	55
2023 Q2	$559K	Buy	203,922 +21,579	+12%	+$60.1K	0.41%	54
2023 Q1	$505K	Buy	182,343 +2,895	+2%	+$8.19K	0.39%	62
2022 Q4	$495K	Buy	179,448 +1,824	+1%	+$5.1K	0.42%	63
2022 Q3	$499K	Buy	177,624 +1,771	+1%	+$5.17K	0.47%	54
2022 Q2	$522K	Buy	175,853 +7,041	+4%	+$21.2K	0.48%	53
2022 Q1	$532K	Buy	168,812 +7,783	+5%	+$25.7K	0.28%	60
2021 Q4	$578K	Buy	+161,029	New	+$581K	0.29%	57

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Fortitude Advisory Group's MIN Position: Q1 2026 in Review

Fortitude Advisory Group held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 227,811 shares worth $572K. The position accounts for 0.26% of the portfolio, ranked #84.

Fortitude Advisory Group first reported a position in MIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $617K in Q2 2025. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

Fortitude Advisory Group held 227,811 shares of Aberdeen Intermediate Income Fund worth $572K as of Q1 2026.
Fortitude Advisory Group left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
Aberdeen Intermediate Income Fund made up 0.26% of Fortitude Advisory Group's portfolio in Q1 2026, its #84 holding.
Fortitude Advisory Group first reported a position in Aberdeen Intermediate Income Fund in Q4 2021 and has held it in 18 quarters since.
Fortitude Advisory Group's Aberdeen Intermediate Income Fund position peaked at $617K in Q2 2025.
84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.