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 ↓ |
|---|---|---|---|
| AVIANCE CAPITAL MANAGEMENT, LLC | 678,554 | $32,113,000 | 4.51% |
| Advocacy Wealth Management Services, LLC | 48,337 | $2,288,000 | 1.72% |
| Semmax Financial Advisors Inc. | 37,217 | $1,761,000 | 1.38% |
| AE Wealth Management LLC | 113,994 | $5,395,000 | 0.92% |
| Simplicity Solutions, LLC | 113,994 | $5,395,000 | 0.70% |
| Burt Wealth Advisors | 29,883 | $1,414,000 | 0.67% |
| Strategic Investment Advisors / MI | 14,752 | $698,000 | 0.63% |
| Global Wealth Management Investment Advisory, Inc. | 14,661 | $694,000 | 0.40% |
| IFP Advisors, Inc | 90,102 | $4,249,000 | 0.26% |
| Aspire Private Capital, LLC | 8,817 | $417,000 | 0.24% |