TWM
MIN

Todd Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Todd Wealth Management’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
Q3 		$74.1K Sell
5,326
-479
-8% -$6.95K 0.06% 107
2026
Q2 		$86K Hold
5,805
– – 0.07% 111
2026
Q1 		$87.4K Sell
5,805
-331
-5% -$5.1K 0.08% 105
2025
Q4 		$96.1K Buy
+6,136
New +$97.1K 0.09% 99

Other funds holding MIN

FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Todd Wealth Management's MIN Position: Q3 2026 in Review

Todd Wealth Management reduced its Aberdeen Intermediate Income Fund (MIN) stake by 8.3% in Q3 2026, selling an estimated $6.95K and leaving 5,326 shares worth $74.1K. The position accounts for 0.06% of the portfolio, ranked #107.

Todd Wealth Management first reported a position in MIN in Q4 2025 and has held it in 4 quarters since. The position peaked at $96.1K in Q4 2025. 13 funds tracked by Wall St. Rank hold MIN as of Q3 2026.

  • Todd Wealth Management held 5,326 shares of Aberdeen Intermediate Income Fund worth $74.1K as of Q3 2026.
  • Todd Wealth Management sold 479 Aberdeen Intermediate Income Fund shares in Q3 2026, an estimated $6.95K.
  • Aberdeen Intermediate Income Fund made up 0.06% of Todd Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Todd Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Aberdeen Intermediate Income Fund position peaked at $96.1K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.