AWA
ACP

Arete Wealth Advisors’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Arete Wealth Advisors’s Portfolio ACP Stock Details ACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,511
Closed -$109K – 720
2025
Q1 		$109K Buy
18,511
+1,621
+10% +$9.78K 0.01% 692
2024
Q4 		$101K Buy
+16,890
New +$108K 0.01% 723

Other funds holding ACP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors's ACP Position: Q2 2025 in Review

Arete Wealth Advisors sold out of abrdn Income Credit Strategies Fund (ACP) in Q2 2025, closing a stake of 18,511 shares — an estimated $109K sold.

Arete Wealth Advisors first reported a position in ACP in Q4 2024 and held it in 2 quarters. The position peaked at $109K in Q1 2025. 126 funds tracked by Wall St. Rank hold ACP as of Q2 2025.

  • Arete Wealth Advisors reported no remaining abrdn Income Credit Strategies Fund position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,511 abrdn Income Credit Strategies Fund shares in Q2 2025, an estimated $109K.
  • Arete Wealth Advisors first reported a position in abrdn Income Credit Strategies Fund in Q4 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's abrdn Income Credit Strategies Fund position peaked at $109K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.