Stratos Wealth Partners’s abrdn Healthcare Investors HQH Stock Holding History

Stratos Wealth Partners’s Portfolio HQH Stock Details HQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,648	Closed	-$187K	–	1429
2024 Q4	$187K	Buy	+11,648	New	+$207K	﹤0.01%	1358
2018 Q4	–	Sell	-3,696	Closed	-$86K	–	1558
2018 Q3	$86K	Buy	+3,696	New	+$83.7K	﹤0.01%	1202
2018 Q2	–	Sell	-4,408	Closed	-$95K	–	1683
2018 Q1	$95K	Buy	4,408 +65	+1%	+$1.5K	﹤0.01%	1232
2017 Q4	$98K	Buy	+4,343	New	+$102K	﹤0.01%	1196

Other funds holding HQH

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Stratos Wealth Partners's HQH Position: Q1 2025 in Review

Stratos Wealth Partners sold out of abrdn Healthcare Investors (HQH) in Q1 2025, closing a stake of 11,648 shares — an estimated $187K sold.

Stratos Wealth Partners first reported a position in HQH in Q4 2017 and held it in 4 quarters. The position peaked at $187K in Q4 2024. 105 funds tracked by Wall St. Rank hold HQH as of Q1 2025.

Stratos Wealth Partners reported no remaining abrdn Healthcare Investors position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Partners sold 11,648 abrdn Healthcare Investors shares in Q1 2025, an estimated $187K.
Stratos Wealth Partners first reported a position in abrdn Healthcare Investors in Q4 2017 and held it in 4 quarters.
Stratos Wealth Partners's abrdn Healthcare Investors position peaked at $187K in Q4 2024.
105 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.