True Link Financial Advisors’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

True Link Financial Advisors’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
2023 Q3	–	Sell	-22,606	Closed	-$1.01M	–	114
2023 Q2	$1.01M	Hold	22,606	–	–	0.12%	50
2023 Q1	$1.01M	Hold	22,606	–	–	0.13%	54
2022 Q4	$1.01M	Hold	22,606	–	–	0.14%	51
2022 Q3	$1.01M	Hold	22,606	–	–	0.15%	56
2022 Q2	$1.03M	Hold	22,606	–	–	0.16%	57
2022 Q1	$1.06M	Hold	22,606	–	–	0.15%	55
2021 Q4	$1.09M	Hold	22,606	–	–	0.15%	70
2021 Q3	$1.1M	Hold	22,606	–	–	0.15%	65
2021 Q2	$1.1M	Hold	22,606	–	–	0.16%	57
2021 Q1	$1.1M	Hold	22,606	–	–	0.16%	63
2020 Q4	$1.11M	Buy	+22,606	New	+$1.1M	0.17%	59

Other funds holding MINC

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

True Link Financial Advisors's MINC Position: Q3 2023 in Review

True Link Financial Advisors sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q3 2023, closing a stake of 22,606 shares — an estimated $1.01M sold.

True Link Financial Advisors first reported a position in MINC in Q4 2020 and held it in 11 quarters. The position peaked at $1.11M in Q4 2020. 3 funds tracked by Wall St. Rank hold MINC as of Q3 2023.

True Link Financial Advisors reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q3 2023 after selling out during the quarter.
True Link Financial Advisors sold 22,606 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q3 2023, an estimated $1.01M.
True Link Financial Advisors first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q4 2020 and held it in 11 quarters.
True Link Financial Advisors's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $1.11M in Q4 2020.
3 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q3 2023.

Based on True Link Financial Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.