KAS
MINC

Kestra Advisory Services’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Kestra Advisory Services’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
-6,223
Closed -$304K – 2123
2020
Q4 		$304K Buy
+6,223
New +$304K ﹤0.01% 1470

Other funds holding MINC

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Advisory Services's MINC Position: Q1 2021 in Review

Kestra Advisory Services sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q1 2021, closing a stake of 6,223 shares — an estimated $304K sold.

Kestra Advisory Services first reported a position in MINC in Q4 2020 and held it in 1 quarter. The position peaked at $304K in Q4 2020. 32 funds tracked by Wall St. Rank hold MINC as of Q1 2021.

  • Kestra Advisory Services reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q1 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 6,223 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q1 2021, an estimated $304K.
  • Kestra Advisory Services first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2020 and held it in 1 quarter.
  • Kestra Advisory Services's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $304K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.