Accredited Investor Services, LLC New Holdings in Q1 2025

Accredited Investor Services, LLC

  • $120 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
17.7K
New
$105.3 - $106.24 $1.86M - $1.88M
17.7K $1.87B
MUB
Ishares National Muni Bond ETF

ETFs
15.3K
New
$104.71 - $107.69 $1.6M - $1.65M
15.3K $1.61B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.1K
New
$87.68 - $94.52 $888K - $957K
10.1K $948M
VTV
Vanguard Value ETF

ETFs
3.81K
New
$167.73 - $179.21 $640K - $683K
3.81K $659M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
76.3K
New
$8.38 - $8.86 $640K - $676K
76.3K $640M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
52K
New
$11.85 - $13.1 $616K - $681K
52K $631M
VUG
Vanguard Growth ETF

ETFs
1.58K
New
$369.1 - $427.61 $583K - $675K
1.58K $586M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
14.3K
New
$27.4 - $30.58 $392K - $438K
14.3K $434M
IEFA
Ishares Tr

ETFs
5.67K
New
$69.57 - $78.65 $395K - $446K
5.67K $429M
IEMG
Ishares Inc

ETFs
7.62K
New
N/A
7.62K $411M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
37.1K
New
$9.62 - $10.03 $357K - $372K
37.1K $367M
VEA
Vanguard Ftse Developed Market

ETFs
6.76K
New
$47.4 - $52.99 $320K - $358K
6.76K $344M
IVV
Ishares Core S&P 500 ETF

ETFs
542
New
$554.06 - $615.85 $300K - $334K
542 $305M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
15.2K
New
$18.61 - $21.28 $282K - $323K
15.2K $288M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
26.1K
New
$10.13 - $10.52 $264K - $274K
26.1K $268M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.83K
New
$24.91 - $29.02 $245K - $285K
9.83K $246M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
19.8K
New
$12.03 - $12.69 $239K - $252K
19.8K $243M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
12.6K
New
$18.41 - $19.27 $232K - $243K
12.6K $236M
JFR
Nuveen Floating Rate Income Fund

Financial Services
26.5K
New
$8.41 - $9.05 $223K - $239K
26.5K $224M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.69K
New
$25.12 - $26.05 $218K - $226K
8.69K $219M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.51K
New
$22.25 - $23.0 $212K - $219K
9.51K $219M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.1K
New
$63.77 - $71.36 $197K - $221K
3.1K $213M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
14.7K
New
$14.19 - $15.67 $208K - $230K
14.7K $212M
Virtus Convertible & Inc Fd
18.2K
New
N/A
18.2K $210M
GLD
Spdr Gold Trust

ETFs
713
New
$243.19 - $288.14 $173K - $205K
713 $205M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
4.82K
New
$41.26 - $44.98 $199K - $217K
4.82K $203M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
12.8K
New
$12.14 - $13.31 $156K - $171K
12.8K $171M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
19.2K
New
$8.25 - $8.79 $158K - $169K
19.2K $169M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
27.7K
New
$5.87 - $6.26 $163K - $173K
27.7K $163M
EAD
Allspring Income Opportunities Fund

Financial Services
23.3K
New
$6.8 - $7.06 $159K - $165K
23.3K $160M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
14.8K
New
$10.47 - $10.92 $155K - $162K
14.8K $159M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
13.7K
New
$10.81 - $11.42 $148K - $156K
13.7K $148M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
10.9K
New
$13.1 - $13.52 $143K - $148K
10.9K $144M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
25.9K
New
$5.3 - $5.75 $137K - $149K
25.9K $139M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
12K
New
$11.4 - $11.96 $137K - $143K
12K $138M
FTF
Franklin LTD Duration Income Trust

Financial Services
21.2K
New
$6.43 - $6.7 $137K - $142K
21.2K $137M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
10.2K
New
$10.68 - $11.3 $109K - $115K
10.2K $110M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12K
New
$7.89 - $8.07 $94.8K - $96.9K
12K $95.6M
TEI
Templeton Emerging Markets Income Fund

Financial Services
10.9K
New
$5.15 - $5.57 $56K - $60.6K
10.9K $58.5M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
11.1K
New
$3.92 - $4.13 $43.6K - $46K
11.1K $44.3M
Activity Summary
Buys All Purchases 61 New Holdings 41 Increased Positions 20 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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