Independent Advisor Alliance’s abrdn Healthcare Investors HQH Stock Holding History

Independent Advisor Alliance’s Portfolio HQH Stock Details HQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,743	Closed	-$298K	–	1305
2026 Q1	$298K	Buy	+16,743	New	+$317K	﹤0.01%	1320
2025 Q1	–	Sell	-15,163	Closed	-$243K	–	1048
2024 Q4	$243K	Buy	+15,163	New	+$269K	﹤0.01%	1220

Other funds holding HQH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Advisor Alliance's HQH Position: Q2 2026 in Review

Independent Advisor Alliance sold out of abrdn Healthcare Investors (HQH) in Q2 2026, closing a stake of 16,743 shares — an estimated $298K sold.

Independent Advisor Alliance first reported a position in HQH in Q4 2024 and held it in 2 quarters. The position peaked at $298K in Q1 2026. 126 funds tracked by Wall St. Rank hold HQH as of Q2 2026.

Independent Advisor Alliance reported no remaining abrdn Healthcare Investors position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 16,743 abrdn Healthcare Investors shares in Q2 2026, an estimated $298K.
Independent Advisor Alliance first reported a position in abrdn Healthcare Investors in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's abrdn Healthcare Investors position peaked at $298K in Q1 2026.
126 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.