Semmax Financial Advisors’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

Semmax Financial Advisors’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 Q4	$2K	Hold	34	–	–	﹤0.01%	241
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	266
2022 Q2	$2K	Sell	34 -29	-46%	-$1.34K	﹤0.01%	227
2022 Q1	$3K	Sell	63 -1	-2%	-$48	﹤0.01%	236
2021 Q4	$3K	Hold	64	–	–	﹤0.01%	227
2021 Q3	$3K	Hold	64	–	–	﹤0.01%	216
2021 Q2	$3K	Hold	64	–	–	﹤0.01%	215
2021 Q1	$3K	Hold	64	–	–	﹤0.01%	230
2020 Q4	$3K	Sell	64 -41	-39%	-$2K	﹤0.01%	204
2020 Q3	$5K	Hold	105	–	–	﹤0.01%	176
2020 Q2	$5K	Hold	105	–	–	﹤0.01%	193
2020 Q1	$5K	Hold	105	–	–	﹤0.01%	189
2019 Q4	$5K	Hold	105	–	–	﹤0.01%	217
2019 Q3	$5K	Sell	105 -599	-85%	-$29.1K	﹤0.01%	215
2019 Q2	$34K	Sell	704 -13,583	-95%	-$655K	0.02%	133
2019 Q1	$686K	Sell	14,287 -22,930	-62%	-$1.09M	0.47%	55
2018 Q4	$1.76M	Buy	+37,217	New	+$1.77M	1.37%	17

Other funds holding MINC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Semmax Financial Advisors's MINC Position: Q4 2022 in Review

Semmax Financial Advisors held its AdvisorShares Newfleet Multi-Sector Income ETF (MINC) position steady in Q4 2022 at 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Semmax Financial Advisors first reported a position in MINC in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.76M in Q4 2018. 27 funds tracked by Wall St. Rank hold MINC as of Q4 2022.

Semmax Financial Advisors held 34 shares of AdvisorShares Newfleet Multi-Sector Income ETF worth $2K as of Q4 2022.
Semmax Financial Advisors left its AdvisorShares Newfleet Multi-Sector Income ETF share count unchanged in Q4 2022.
AdvisorShares Newfleet Multi-Sector Income ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q4 2022, its #241 holding.
Semmax Financial Advisors first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2018 and has held it in 17 quarters since.
Semmax Financial Advisors's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $1.76M in Q4 2018.
27 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2022.

Based on Semmax Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.