Pinnacle Wealth Planning Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Pinnacle Wealth Planning Services’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	–	Sell	-335	Closed	-$874	–	2813
2025 Q4	$874	Buy	+335	New	+$883	﹤0.01%	2600
2022 Q4	–	Sell	-11,299	Closed	-$32K	–	475
2022 Q3	$32K	Hold	11,299	–	–	0.01%	402
2022 Q2	$34K	Sell	11,299 -2,378	-17%	-$7.16K	0.01%	416
2022 Q1	$43K	Buy	13,677 +2,273	+20%	+$7.5K	0.01%	426
2021 Q4	$41K	Buy	11,404 +1,263	+12%	+$4.56K	0.01%	424
2021 Q3	$37K	Buy	+10,141	New	+$37.5K	0.01%	376
2021 Q1	–	Sell	-2,432	Closed	-$9K	–	1299
2020 Q4	$9K	Buy	+2,432	New	+$9.17K	﹤0.01%	1433

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Pinnacle Wealth Planning Services's MIN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2026, closing a stake of 335 shares — an estimated $874 sold.

Pinnacle Wealth Planning Services first reported a position in MIN in Q4 2020 and held it in 7 quarters. The position peaked at $43K in Q1 2022. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 335 Aberdeen Intermediate Income Fund shares in Q1 2026, an estimated $874.
Pinnacle Wealth Planning Services first reported a position in Aberdeen Intermediate Income Fund in Q4 2020 and held it in 7 quarters.
Pinnacle Wealth Planning Services's Aberdeen Intermediate Income Fund position peaked at $43K in Q1 2022.
84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.