Wealthspire Advisors (New York)’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$108K	Hold	43,025	–	–	﹤0.01%	893
2025 Q4	$112K	Hold	43,025	–	–	﹤0.01%	998
2025 Q3	$115K	Hold	43,025	–	–	﹤0.01%	973
2025 Q2	$117K	Buy	+43,025	New	+$115K	﹤0.01%	818

Other funds holding MIN

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wealthspire Advisors (New York)'s MIN Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 43,025 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Wealthspire Advisors (New York) first reported a position in MIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $117K in Q2 2025. 85 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

Wealthspire Advisors (New York) held 43,025 shares of Aberdeen Intermediate Income Fund worth $108K as of Q1 2026.
Wealthspire Advisors (New York) left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #893 holding.
Wealthspire Advisors (New York) first reported a position in Aberdeen Intermediate Income Fund in Q2 2025 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Aberdeen Intermediate Income Fund position peaked at $117K in Q2 2025.
85 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.