AAS
ACP

Avantax Advisory Services’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Avantax Advisory Services’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 		$61.7K Sell
10,466
-2,904
-22% -$16.6K ﹤0.01% 2319
2025
Q1 		$78.7K Buy
13,370
+608
+5% +$3.67K ﹤0.01% 2178
2024
Q4 		$76.2K Buy
+12,762
New +$81.6K ﹤0.01% 2136

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

Avantax Advisory Services's ACP Position: Q2 2025 in Review

Avantax Advisory Services reduced its abrdn Income Credit Strategies Fund (ACP) stake by 22% in Q2 2025, selling an estimated $16.6K and leaving 10,466 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

Avantax Advisory Services first reported a position in ACP in Q4 2024 and has held it in 3 quarters since. The position peaked at $78.7K in Q1 2025. 126 funds tracked by Wall St. Rank hold ACP as of Q2 2025.

  • Avantax Advisory Services held 10,466 shares of abrdn Income Credit Strategies Fund worth $61.7K as of Q2 2025.
  • Avantax Advisory Services sold 2,904 abrdn Income Credit Strategies Fund shares in Q2 2025, an estimated $16.6K.
  • abrdn Income Credit Strategies Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2319 holding.
  • Avantax Advisory Services first reported a position in abrdn Income Credit Strategies Fund in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's abrdn Income Credit Strategies Fund position peaked at $78.7K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.