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

Kingswood 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
2026 Q1	$1.04M	Sell	203,971 -9,201	-4%	-$50.5K	0.05%	374
2025 Q4	$1.15M	Sell	213,172 -2,638	-1%	-$14.5K	0.06%	324
2025 Q3	$1.25M	Sell	215,810 -6,737	-3%	-$39.9K	0.08%	268
2025 Q2	$1.31M	Sell	222,547 -17,876	-7%	-$102K	0.1%	211
2025 Q1	$1.42M	Sell	240,423 -698	-0.3%	-$4.21K	0.13%	183
2024 Q4	$1.44M	Hold	241,121	–	–	0.11%	202
2024 Q3	$1.6M	Buy	+241,121	New	+$1.57M	0.11%	207

Other funds holding ACP

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return