EverSource Wealth Advisors’s abrdn Income Credit Strategies Fund ACP Stock Holding History

EverSource 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
2023 Q3	–	Sell	-24	Closed	-$164	–	2493
2023 Q2	$164	Hold	24	–	–	﹤0.01%	2427
2023 Q1	$160	Buy	+24	New	+$179	﹤0.01%	2314

Other funds holding ACP

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AAM

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

Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

EverSource Wealth Advisors's ACP Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of abrdn Income Credit Strategies Fund (ACP) in Q3 2023, closing a stake of 24 shares — an estimated $164 sold.

EverSource Wealth Advisors first reported a position in ACP in Q1 2023 and held it in 2 quarters. The position peaked at $164 in Q2 2023. 45 funds tracked by Wall St. Rank hold ACP as of Q3 2023.

EverSource Wealth Advisors reported no remaining abrdn Income Credit Strategies Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 24 abrdn Income Credit Strategies Fund shares in Q3 2023, an estimated $164.
EverSource Wealth Advisors first reported a position in abrdn Income Credit Strategies Fund in Q1 2023 and held it in 2 quarters.
EverSource Wealth Advisors's abrdn Income Credit Strategies Fund position peaked at $164 in Q2 2023.
45 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.