B. Riley Wealth Advisors’s abrdn Income Credit Strategies Fund ACP Stock Holding History

B. Riley 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
2024 Q3	–	Sell	-23,046	Closed	-$156K	–	1265
2024 Q2	$156K	Buy	23,046 +4,317	+23%	+$29K	﹤0.01%	1269
2024 Q1	$127K	Hold	18,729	–	–	﹤0.01%	1334
2023 Q4	$148K	Hold	18,729	–	–	﹤0.01%	1296
2023 Q3	$127K	Sell	18,729 -67,952	-78%	-$471K	﹤0.01%	1334
2023 Q2	$593K	Buy	86,681 +68,952	+389%	+$462K	0.01%	779
2023 Q1	$154K	Hold	17,729	–	–	﹤0.01%	1334
2022 Q4	$157K	Sell	17,729 -3,596	-17%	-$24K	﹤0.01%	1307
2022 Q3	$139K	Buy	+21,325	New	+$170K	﹤0.01%	1286

Other funds holding ACP

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

B. Riley Wealth Advisors's ACP Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of abrdn Income Credit Strategies Fund (ACP) in Q3 2024, closing a stake of 23,046 shares — an estimated $156K sold.

B. Riley Wealth Advisors first reported a position in ACP in Q3 2022 and held it in 8 quarters. The position peaked at $593K in Q2 2023. 119 funds tracked by Wall St. Rank hold ACP as of Q3 2024.

B. Riley Wealth Advisors reported no remaining abrdn Income Credit Strategies Fund position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 23,046 abrdn Income Credit Strategies Fund shares in Q3 2024, an estimated $156K.
B. Riley Wealth Advisors first reported a position in abrdn Income Credit Strategies Fund in Q3 2022 and held it in 8 quarters.
B. Riley Wealth Advisors's abrdn Income Credit Strategies Fund position peaked at $593K in Q2 2023.
119 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.