Envestnet Portfolio Solutions
ACP

Envestnet Portfolio Solutions’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-17,061
Closed -$116K – 1597
2023
Q4 		$116K Sell
17,061
-5,958
-26% -$37.6K ﹤0.01% 1515
2023
Q3 		$157K Buy
+23,019
New +$159K ﹤0.01% 1451

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Envestnet Portfolio Solutions's ACP Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of abrdn Income Credit Strategies Fund (ACP) in Q1 2024, closing a stake of 17,061 shares — an estimated $116K sold.

Envestnet Portfolio Solutions first reported a position in ACP in Q3 2023 and held it in 2 quarters. The position peaked at $157K in Q3 2023. 45 funds tracked by Wall St. Rank hold ACP as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining abrdn Income Credit Strategies Fund position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 17,061 abrdn Income Credit Strategies Fund shares in Q1 2024, an estimated $116K.
  • Envestnet Portfolio Solutions first reported a position in abrdn Income Credit Strategies Fund in Q3 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's abrdn Income Credit Strategies Fund position peaked at $157K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.