Transform Wealth’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Transform Wealth’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
2025 Q1	$541K	Hold	201,094	–	–	0.03%	169
2024 Q4	$535K	Buy	+201,094	New	+$544K	0.03%	179
2024 Q1	–	Sell	-240,694	Closed	-$645K	–	238
2023 Q4	$645K	Buy	240,694 +3,100	+1%	+$8.27K	0.06%	155
2023 Q3	$637K	Sell	237,594 -221,406	-48%	-$603K	0.07%	151
2023 Q2	$1.26M	Hold	459,000	–	–	0.11%	127
2023 Q1	$1.27M	Buy	+459,000	New	+$1.3M	0.12%	118

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transform Wealth's MIN Position: Q1 2025 in Review

Transform Wealth held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2025 at 201,094 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #169.

Transform Wealth first reported a position in MIN in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2023. 90 funds tracked by Wall St. Rank hold MIN as of Q1 2025.

Transform Wealth held 201,094 shares of Aberdeen Intermediate Income Fund worth $541K as of Q1 2025.
Transform Wealth left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2025.
Aberdeen Intermediate Income Fund made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #169 holding.
Transform Wealth first reported a position in Aberdeen Intermediate Income Fund in Q1 2023 and has held it in 6 quarters since.
Transform Wealth's Aberdeen Intermediate Income Fund position peaked at $1.27M in Q1 2023.
90 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2025.

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