Carson Wealth (CWM LLC)
ACP

Carson Wealth (CWM LLC)’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$40.6K Buy
7,970
+203
+3% +$1.11K ﹤0.01% 3955
2025
Q4 		$42K Buy
7,767
+275
+4% +$1.51K ﹤0.01% 3722
2025
Q3 		$43K Hold
7,492
– – ﹤0.01% 3638
2025
Q2 		$44K Hold
7,492
– – ﹤0.01% 3372
2025
Q1 		$44K Buy
7,492
+220
+3% +$1.33K ﹤0.01% 3074
2024
Q4 		$43K Buy
7,272
+74
+1% +$473 ﹤0.01% 2904
2024
Q3 		$48K Buy
7,198
+1,273
+21% +$8.31K ﹤0.01% 2712
2024
Q2 		$40K Hold
5,925
– – ﹤0.01% 2610
2024
Q1 		$40K Hold
5,925
– – ﹤0.01% 2438
2023
Q4 		$40K Sell
5,925
-1,362
-19% -$8.59K ﹤0.01% 2311
2023
Q3 		$50K Buy
7,287
+1,329
+22% +$9.21K ﹤0.01% 2056
2023
Q2 		$41K Buy
5,958
+33
+0.6% +$221 ﹤0.01% 2113
2023
Q1 		$40K Buy
+5,925
New +$44.1K ﹤0.01% 2022

Other funds holding ACP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its abrdn Income Credit Strategies Fund (ACP) stake by 2.6% in Q1 2026, buying an estimated $1.11K and bringing the position to 7,970 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3955.

Carson Wealth (CWM LLC) first reported a position in ACP in Q1 2023 and has held it in 13 quarters since. The position peaked at $50K in Q3 2023. 127 funds tracked by Wall St. Rank hold ACP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,970 shares of abrdn Income Credit Strategies Fund worth $40.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 203 abrdn Income Credit Strategies Fund shares in Q1 2026, an estimated $1.11K.
  • abrdn Income Credit Strategies Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3955 holding.
  • Carson Wealth (CWM LLC) first reported a position in abrdn Income Credit Strategies Fund in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s abrdn Income Credit Strategies Fund position peaked at $50K in Q3 2023.
  • 127 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.