USCWA
MINC

U.S. Capital Wealth Advisors’s AdvisorShares Newfleet Multi-Sector Income ETF MINC Stock Holding History

U.S. Capital Wealth 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
2021
Q4 		– Sell
-9,271
Closed -$453K – 774
2021
Q3 		$453K Buy
+9,271
New +$453K 0.02% 527

Other funds holding MINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

U.S. Capital Wealth Advisors's MINC Position: Q4 2021 in Review

U.S. Capital Wealth Advisors sold out of AdvisorShares Newfleet Multi-Sector Income ETF (MINC) in Q4 2021, closing a stake of 9,271 shares — an estimated $453K sold.

U.S. Capital Wealth Advisors first reported a position in MINC in Q3 2021 and held it in 1 quarter. The position peaked at $453K in Q3 2021. 33 funds tracked by Wall St. Rank hold MINC as of Q4 2021.

  • U.S. Capital Wealth Advisors reported no remaining AdvisorShares Newfleet Multi-Sector Income ETF position as of Q4 2021 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 9,271 AdvisorShares Newfleet Multi-Sector Income ETF shares in Q4 2021, an estimated $453K.
  • U.S. Capital Wealth Advisors first reported a position in AdvisorShares Newfleet Multi-Sector Income ETF in Q3 2021 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's AdvisorShares Newfleet Multi-Sector Income ETF position peaked at $453K in Q3 2021.
  • 33 funds tracked by Wall St. Rank held AdvisorShares Newfleet Multi-Sector Income ETF as of Q4 2021.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.