SWM
MINC

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

Spire 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
Q3 		– Sell
-22,606
Closed -$1.03M – 2747
2022
Q2 		$1.03M Buy
+22,606
New +$1.04M 0.04% 326

Other funds holding MINC

Envestnet Asset Management
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spire Wealth Management's MINC Position: Q3 2022 in Review

Spire Wealth Management sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q3 2022, closing a stake of 22,606 shares — an estimated $1.03M sold.

Spire Wealth Management first reported a position in MINC in Q2 2022 and held it in 1 quarter. The position peaked at $1.03M in Q2 2022. 27 funds tracked by Wall St. Rank hold MINC as of Q3 2022.

  • Spire Wealth Management reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 22,606 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q3 2022, an estimated $1.03M.
  • Spire Wealth Management first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $1.03M in Q2 2022.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.