Global Wealth Management Investment Advisory’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q1	–	Sell	-21	Closed	-$1K	–	541
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	455
2020 Q3	$1K	Sell	21 -125	-86%	-$6.07K	﹤0.01%	442
2020 Q2	$7K	Sell	146 -207	-59%	-$9.78K	﹤0.01%	400
2020 Q1	$16K	Sell	353 -364	-51%	-$17.4K	0.01%	282
2019 Q4	$35K	Hold	717	–	–	0.01%	211
2019 Q3	$35K	Sell	717 -92	-11%	-$4.46K	0.02%	198
2019 Q2	$39K	Sell	809 -3,040	-79%	-$147K	0.02%	191
2019 Q1	$185K	Sell	3,849 -10,812	-74%	-$516K	0.1%	119
2018 Q4	$694K	Buy	+14,661	New	+$698K	0.4%	73

Other funds holding MINC

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Global Wealth Management Investment Advisory's MINC Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in MINC in Q4 2018 and held it in 9 quarters. The position peaked at $694K in Q4 2018. 32 funds tracked by Wall St. Rank hold MINC as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 21 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q1 2021, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $694K in Q4 2018.
32 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.