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 Q2	$99.7K	Sell	6,729 -442	-6%	-$6.53K	﹤0.01%	1226
2026 Q1	$108K	Hold	7,171	–	–	﹤0.01%	893
2025 Q4	$112K	Hold	7,171	–	–	﹤0.01%	998
2025 Q3	$115K	Hold	7,171	–	–	﹤0.01%	973
2025 Q2	$117K	Buy	+7,171	New	+$115K	﹤0.01%	818

Other funds holding MIN

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s MIN Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Aberdeen Intermediate Income Fund (MIN) stake by 6.2% in Q2 2026, selling an estimated $6.53K and leaving 6,729 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Wealthspire Advisors (New York) first reported a position in MIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $117K in Q2 2025. 82 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Wealthspire Advisors (New York) held 6,729 shares of Aberdeen Intermediate Income Fund worth $99.7K as of Q2 2026.
Wealthspire Advisors (New York) sold 442 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $6.53K.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1226 holding.
Wealthspire Advisors (New York) first reported a position in Aberdeen Intermediate Income Fund in Q2 2025 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s Aberdeen Intermediate Income Fund position peaked at $117K in Q2 2025.
82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.