KWM
MIN

Kingsview Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Kingsview Wealth Management’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
Q1 		$589K Sell
234,782
-13,532
-5% -$34.8K 0.01% 847
2025
Q4 		$648K Sell
248,314
-18,862
-7% -$49.7K 0.01% 765
2025
Q3 		$716K Buy
267,176
+20,316
+8% +$54.5K 0.01% 702
2025
Q2 		$669K Buy
246,860
+1,180
+0.5% +$3.15K 0.01% 676
2025
Q1 		$661K Sell
245,680
-20,718
-8% -$55.7K 0.01% 643
2024
Q4 		$709K Buy
266,398
+24,010
+10% +$65K 0.01% 644
2024
Q3 		$659K Buy
242,388
+15,444
+7% +$42K 0.01% 634
2024
Q2 		$604K Buy
226,944
+578
+0.3% +$1.51K 0.01% 631
2024
Q1 		$602K Sell
226,366
-346
-0.2% -$945 0.02% 620
2023
Q4 		$608K Buy
226,712
+15,551
+7% +$41.5K 0.02% 595
2023
Q3 		$566K Buy
+211,161
New +$575K 0.02% 582

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return