XML Financial’s Aberdeen Multi-Market Income Fund MMT Stock Holding History

XML Financial’s Portfolio MMT Stock Details MMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,690	Closed	-$50.2K	–	410
2025 Q2	$50.2K	Sell	10,690 -940	-8%	-$4.3K	﹤0.01%	379
2025 Q1	$54.1K	Sell	11,630 -1,545	-12%	-$7.2K	0.01%	359
2024 Q4	$61.8K	Hold	13,175	–	–	0.01%	354
2024 Q3	$64.2K	Sell	13,175 -945	-7%	-$4.5K	0.01%	343
2024 Q2	$66.1K	Hold	14,120	–	–	0.01%	332
2024 Q1	$65.4K	Hold	14,120	–	–	0.01%	334
2023 Q4	$64.2K	Hold	14,120	–	–	0.01%	329
2023 Q3	$60.2K	Hold	14,120	–	–	0.01%	312
2023 Q2	$63.7K	Sell	14,120 -340	-2%	-$1.54K	0.01%	336
2023 Q1	$65.6K	Sell	14,460 -570	-4%	-$2.64K	0.01%	329
2022 Q4	$67.8K	Hold	15,030	–	–	0.01%	328
2022 Q3	$64K	Hold	15,030	–	–	0.01%	314
2022 Q2	$69K	Hold	15,030	–	–	0.02%	227
2022 Q1	$80K	Buy	+15,030	New	+$83.9K	0.01%	326

Other funds holding MMT

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1CP

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SIA

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

XML Financial's MMT Position: Q3 2025 in Review

XML Financial sold out of Aberdeen Multi-Market Income Fund (MMT) in Q3 2025, closing a stake of 10,690 shares — an estimated $50.2K sold.

XML Financial first reported a position in MMT in Q1 2022 and held it in 14 quarters. The position peaked at $80K in Q1 2022. 78 funds tracked by Wall St. Rank hold MMT as of Q3 2025.

XML Financial reported no remaining Aberdeen Multi-Market Income Fund position as of Q3 2025 after selling out during the quarter.
XML Financial sold 10,690 Aberdeen Multi-Market Income Fund shares in Q3 2025, an estimated $50.2K.
XML Financial first reported a position in Aberdeen Multi-Market Income Fund in Q1 2022 and held it in 14 quarters.
XML Financial's Aberdeen Multi-Market Income Fund position peaked at $80K in Q1 2022.
78 funds tracked by Wall St. Rank held Aberdeen Multi-Market Income Fund as of Q3 2025.

Based on XML Financial's 13F filing for Q3 2025, filed 20 Oct 2025.