IAA
MINC

Independent Advisor Alliance’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-6,711
Closed -$325K – 942
2019
Q4 		$325K Buy
+6,711
New +$326K 0.01% 654

Other funds holding MINC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's MINC Position: Q1 2020 in Review

Independent Advisor Alliance sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q1 2020, closing a stake of 6,711 shares — an estimated $325K sold.

Independent Advisor Alliance first reported a position in MINC in Q4 2019 and held it in 1 quarter. The position peaked at $325K in Q4 2019. 35 funds tracked by Wall St. Rank hold MINC as of Q1 2020.

  • Independent Advisor Alliance reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,711 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q1 2020, an estimated $325K.
  • Independent Advisor Alliance first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $325K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.