Creative Planning’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Creative Planning’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
2023 Q2	–	Sell	-14,813	Closed	-$98.8K	–	2649
2023 Q1	$98.8K	Buy	+14,813	New	+$110K	﹤0.01%	2261
2016 Q2	–	Sell	-2,043	Closed	-$22K	–	4336
2016 Q1	$22K	Sell	2,043 -1,847	-47%	-$18.5K	﹤0.01%	2682
2015 Q4	$43K	Buy	+3,890	New	+$46.4K	﹤0.01%	2228
2015 Q2	–	Sell	-1,033	Closed	-$15K	–	1123
2015 Q1	$15K	Hold	1,033	–	–	﹤0.01%	2909
2014 Q4	$15K	Hold	1,033	–	–	﹤0.01%	2845
2014 Q3	$17K	Hold	1,033	–	–	﹤0.01%	2628
2014 Q2	$18K	Buy	+1,033	New	+$17.7K	﹤0.01%	2541

Other funds holding ACP

SIA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Creative Planning's ACP Position: Q2 2023 in Review

Creative Planning sold out of abrdn Income Credit Strategies Fund (ACP) in Q2 2023, closing a stake of 14,813 shares — an estimated $98.8K sold.

Creative Planning first reported a position in ACP in Q2 2014 and held it in 7 quarters. The position peaked at $98.8K in Q1 2023. 46 funds tracked by Wall St. Rank hold ACP as of Q2 2023.

Creative Planning reported no remaining abrdn Income Credit Strategies Fund position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 14,813 abrdn Income Credit Strategies Fund shares in Q2 2023, an estimated $98.8K.
Creative Planning first reported a position in abrdn Income Credit Strategies Fund in Q2 2014 and held it in 7 quarters.
Creative Planning's abrdn Income Credit Strategies Fund position peaked at $98.8K in Q1 2023.
46 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.