MWM
THQ

MGB Wealth Management’s abrdn Healthcare Opportunities Fund THQ Stock Holding History

MGB Wealth Management’s Portfolio THQ Stock Details THQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,500
Closed -$306K – 320
2025
Q1 		$306K Buy
+15,500
New +$317K 0.11% 168

Other funds holding THQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MGB Wealth Management's THQ Position: Q2 2025 in Review

MGB Wealth Management sold out of abrdn Healthcare Opportunities Fund (THQ) in Q2 2025, closing a stake of 15,500 shares — an estimated $306K sold.

MGB Wealth Management first reported a position in THQ in Q1 2025 and held it in 1 quarter. The position peaked at $306K in Q1 2025. 98 funds tracked by Wall St. Rank hold THQ as of Q2 2025.

  • MGB Wealth Management reported no remaining abrdn Healthcare Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • MGB Wealth Management sold 15,500 abrdn Healthcare Opportunities Fund shares in Q2 2025, an estimated $306K.
  • MGB Wealth Management first reported a position in abrdn Healthcare Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • MGB Wealth Management's abrdn Healthcare Opportunities Fund position peaked at $306K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held abrdn Healthcare Opportunities Fund as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.