TW
MGF

Transform Wealth’s Aberdeen Government Markets Income Fund MGF Stock Holding History

Transform Wealth’s Portfolio MGF Stock Details MGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$168K Hold
53,036
– – 0.01% 239
2024
Q4 		$163K Buy
+53,036
New +$168K 0.01% 254

Other funds holding MGF

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Transform Wealth's MGF Position: Q1 2025 in Review

Transform Wealth held its Aberdeen Government Markets Income Fund (MGF) position steady in Q1 2025 at 53,036 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #239.

Transform Wealth first reported a position in MGF in Q4 2024 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold MGF as of Q1 2025.

  • Transform Wealth held 53,036 shares of Aberdeen Government Markets Income Fund worth $168K as of Q1 2025.
  • Transform Wealth left its Aberdeen Government Markets Income Fund share count unchanged in Q1 2025.
  • Aberdeen Government Markets Income Fund made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #239 holding.
  • Transform Wealth first reported a position in Aberdeen Government Markets Income Fund in Q4 2024 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Aberdeen Government Markets Income Fund as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.