CI
ACP

CX Institutional’s abrdn Income Credit Strategies Fund ACP Stock Holding History

CX Institutional’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
Q2 		– Sell
-21,024
Closed -$143K – 543
2024
Q1 		$143K Hold
21,024
– – 0.01% 532
2023
Q4 		$143K Hold
21,024
– – 0.01% 509
2023
Q3 		$143K Hold
21,024
– – 0.01% 477
2023
Q2 		$144K Hold
21,024
– – 0.01% 504
2023
Q1 		$140K Buy
+21,024
New +$157K 0.01% 474

Other funds holding ACP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

CX Institutional's ACP Position: Q2 2024 in Review

CX Institutional sold out of abrdn Income Credit Strategies Fund (ACP) in Q2 2024, closing a stake of 21,024 shares — an estimated $143K sold.

CX Institutional first reported a position in ACP in Q1 2023 and held it in 5 quarters. The position peaked at $144K in Q2 2023. 44 funds tracked by Wall St. Rank hold ACP as of Q2 2024.

  • CX Institutional reported no remaining abrdn Income Credit Strategies Fund position as of Q2 2024 after selling out during the quarter.
  • CX Institutional sold 21,024 abrdn Income Credit Strategies Fund shares in Q2 2024, an estimated $143K.
  • CX Institutional first reported a position in abrdn Income Credit Strategies Fund in Q1 2023 and held it in 5 quarters.
  • CX Institutional's abrdn Income Credit Strategies Fund position peaked at $144K in Q2 2023.
  • 44 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2024.

Based on CX Institutional's 13F filing for Q2 2024, filed 11 Jul 2024.