ADVISORSHARES TR's ticker is MINC and the CUSIP is 00768Y727.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $9,229 | -0.1% | 206 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,235 | +0.7% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,170 | -38.9% | 206 | -39.6% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 341 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | -5.9% | 341 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $17,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +6.2% | 341 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $16,000 | 0.0% | 341 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $16,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | +6.7% | 341 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -11.8% | 341 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $17,000 | 0.0% | 341 | 0.0% | 0.01% | -37.5% |
| Q3 2019 | $17,000 | +6.2% | 341 | 0.0% | 0.01% | -20.0% |
| Q2 2019 | $16,000 | 0.0% | 341 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $16,000 | +77.8% | 341 | +65.5% | 0.01% | +100.0% |
| Q4 2018 | $9,000 | -10.0% | 206 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $10,000 | +11.1% | 206 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $9,000 | -10.0% | 206 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $10,000 | -28.6% | 206 | -29.7% | 0.01% | -33.3% |
| Q4 2017 | $14,000 | 0.0% | 293 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $14,000 | – | 293 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 558,037 | $27,137,000 | 9.46% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 2,078,860 | $101,095,000 | 5.64% |
| AE Wealth Management LLC | 88,494 | $4,303,000 | 0.80% |
| Darwin Wealth Management, LLC | 26,124 | $1,270,000 | 0.74% |
| Cognios Capital, LLC | 24,695 | $1,200,000 | 0.40% |
| Royal Fund Management, LLC | 14,532 | $706,000 | 0.34% |
| Yorktown Management & Research Co Inc | 25,000 | $1,216,000 | 0.32% |
| Burt Wealth Advisors | 8,775 | $427,000 | 0.31% |
| Simplicity Solutions, LLC | 14,549 | $708,000 | 0.11% |
| Freedom Investment Management, Inc. | 18,268 | $888,000 | 0.05% |