SOA Wealth Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

SOA Wealth Advisors’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	$1.25K	Hold	500	–	–	﹤0.01%	733
2025 Q4	$1.3K	Hold	500	–	–	﹤0.01%	742
2025 Q3	$1.34K	Hold	500	–	–	﹤0.01%	752
2025 Q2	$1.35K	Hold	500	–	–	﹤0.01%	740
2025 Q1	$1.34K	Hold	500	–	–	﹤0.01%	727
2024 Q4	$1.33K	Hold	500	–	–	﹤0.01%	716
2024 Q3	$1.36K	Hold	500	–	–	﹤0.01%	700
2024 Q2	$1.33K	Hold	500	–	–	﹤0.01%	710
2024 Q1	$1.33K	Hold	500	–	–	﹤0.01%	743
2023 Q4	$1.34K	Hold	500	–	–	﹤0.01%	736
2023 Q3	$1.34K	Hold	500	–	–	﹤0.01%	742
2023 Q2	$1.37K	Hold	500	–	–	﹤0.01%	758
2023 Q1	$1.39K	Hold	500	–	–	﹤0.01%	762
2022 Q4	$1.38K	Hold	500	–	–	﹤0.01%	767
2022 Q3	$1K	Hold	500	–	–	﹤0.01%	783
2022 Q2	$1K	Hold	500	–	–	﹤0.01%	767
2022 Q1	$1K	Hold	500	–	–	﹤0.01%	859
2021 Q4	$1K	Hold	500	–	–	﹤0.01%	832
2021 Q3	$1K	Hold	500	–	–	﹤0.01%	852
2021 Q2	$1K	Hold	500	–	–	﹤0.01%	832
2021 Q1	$1K	Hold	500	–	–	﹤0.01%	778
2020 Q4	$1K	Buy	+500	New	+$1.89K	﹤0.01%	752

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

SOA Wealth Advisors's MIN Position: Q1 2026 in Review

SOA Wealth Advisors held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 500 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

SOA Wealth Advisors first reported a position in MIN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.39K in Q1 2023. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

SOA Wealth Advisors held 500 shares of Aberdeen Intermediate Income Fund worth $1.25K as of Q1 2026.
SOA Wealth Advisors left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
Aberdeen Intermediate Income Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #733 holding.
SOA Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $1.39K in Q1 2023.
84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.