GRP
MINC

Global Retirement Partners’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Global Retirement Partners’s Portfolio MINC Stock Details MINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,659
Closed -$209K – 3383
2023
Q2 		$209K Hold
4,659
– – 0.01% 681
2023
Q1 		$210K Hold
4,659
– – 0.01% 654
2022
Q4 		$207K Hold
4,659
– – 0.01% 584
2022
Q3 		$207K Buy
4,659
+1,084
+30% +$49.4K 0.02% 554
2022
Q2 		$163K Hold
3,575
– – 0.01% 611
2022
Q1 		$165K Buy
+3,575
New +$170K 0.01% 604
2021
Q4 		– Sell
-3,575
Closed -$175K – 2038
2021
Q3 		$175K Hold
3,575
– – 0.02% 500
2021
Q2 		$175K Hold
3,575
– – 0.02% 490
2021
Q1 		$174K Sell
3,575
-577
-14% -$28.2K 0.02% 438
2020
Q4 		$204K Sell
4,152
-959
-19% -$46.8K 0.03% 398
2020
Q3 		$248K Buy
5,111
+2
+0% +$97 0.04% 332
2020
Q2 		$246K Sell
5,109
-185
-3% -$8.74K 0.04% 319
2020
Q1 		$239K Sell
5,294
-347
-6% -$16.6K 0.05% 289
2019
Q4 		$273K Sell
5,641
-8
-0.1% -$388 0.04% 323
2019
Q3 		$274K Buy
5,649
+128
+2% +$6.21K 0.05% 313
2019
Q2 		$267K Buy
5,521
+694
+14% +$33.5K 0.05% 292
2019
Q1 		$232K Sell
4,827
-100
-2% -$4.77K 0.06% 274
2018
Q4 		$233K Buy
+4,927
New +$235K 0.06% 257

Other funds holding MINC

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Global Retirement Partners's MINC Position: Q3 2023 in Review

Global Retirement Partners sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q3 2023, closing a stake of 4,659 shares — an estimated $209K sold.

Global Retirement Partners first reported a position in MINC in Q4 2018 and held it in 18 quarters. The position peaked at $274K in Q3 2019. 3 funds tracked by Wall St. Rank hold MINC as of Q3 2023.

  • Global Retirement Partners reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 4,659 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q3 2023, an estimated $209K.
  • Global Retirement Partners first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2018 and held it in 18 quarters.
  • Global Retirement Partners's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $274K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.