Integrated Wealth Concepts
MIN

Integrated Wealth Concepts’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-2,555
Closed -$38.5K – 2496
2026
Q1 		$38.5K Buy
+2,555
New +$39.4K ﹤0.01% 2232
2025
Q4 		– Sell
-2,444
Closed -$39.3K – 1893
2025
Q3 		$39.3K Buy
+2,444
New +$39.3K ﹤0.01% 1956

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's MIN Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2026, closing a stake of 2,555 shares — an estimated $38.5K sold.

Integrated Wealth Concepts first reported a position in MIN in Q3 2025 and held it in 2 quarters. The position peaked at $39.3K in Q3 2025. 82 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,555 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $38.5K.
  • Integrated Wealth Concepts first reported a position in Aberdeen Intermediate Income Fund in Q3 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Aberdeen Intermediate Income Fund position peaked at $39.3K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.