Lake Point Wealth Management’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$277K	Buy	6,065 +2	+0%	+$92	0.16%	27
2022 Q1	$284K	Buy	6,063 +2	+0%	+$95	0.13%	25
2021 Q4	$293K	Buy	6,061 +3	+0%	+$146	0.13%	29
2021 Q3	$296K	Buy	6,058 +2	+0%	+$98	0.14%	23
2021 Q2	$296K	Buy	+6,056	New	+$296K	0.14%	25
2020 Q1	$273K	Sell	6,052 -82	-1%	-$3.93K	0.24%	19
2019 Q4	$297K	Buy	+6,134	New	+$298K	0.1%	32
2019 Q2	$312K	Hold	6,445	–	–	0.11%	27
2019 Q1	$312K	Sell	6,445 -5,502	-46%	-$263K	0.11%	27
2018 Q4	$565K	Buy	+11,947	New	+$569K	0.21%	81

Other funds holding MINC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lake Point Wealth Management's MINC Position: Q2 2022 in Review

Lake Point Wealth Management increased its AdvisorShares Newfleet Multi-Sector Income ETF (MINC) stake by 0.03% in Q2 2022, buying an estimated $92 and bringing the position to 6,065 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #27.

Lake Point Wealth Management first reported a position in MINC in Q4 2018 and has held it in 10 quarters since. The position peaked at $565K in Q4 2018. 36 funds tracked by Wall St. Rank hold MINC as of Q2 2022.

Lake Point Wealth Management held 6,065 shares of AdvisorShares Newfleet Multi-Sector Income ETF worth $277K as of Q2 2022.
Lake Point Wealth Management bought 2 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q2 2022, an estimated $92.
AdvisorShares Newfleet Multi-Sector Income ETF made up 0.16% of Lake Point Wealth Management's portfolio in Q2 2022, its #27 holding.
Lake Point Wealth Management first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $565K in Q4 2018.
36 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.