Melfa Wealth Management’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Melfa Wealth Management’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 Q2	$177K	Hold	34,042	–	–	0.1%	173
2026 Q1	$174K	Hold	34,042	–	–	0.1%	169
2025 Q4	$184K	Hold	34,042	–	–	0.11%	178
2025 Q3	$197K	Hold	34,042	–	–	0.12%	167
2025 Q2	$201K	Sell	34,042 -4,404	-11%	-$25.2K	0.13%	164
2025 Q1	$226K	Buy	38,446 +1,750	+5%	+$10.6K	0.15%	153
2024 Q4	$219K	Hold	36,696	–	–	0.15%	156
2024 Q3	$243K	Sell	36,696 -752	-2%	-$4.91K	0.16%	146
2024 Q2	$254K	Hold	37,448	–	–	0.18%	127
2024 Q1	$254K	Hold	37,448	–	–	0.18%	125
2023 Q4	$255K	Sell	37,448 -73	-0.2%	-$460	0.24%	89
2023 Q3	$255K	Sell	37,521 -1,903	-5%	-$13.2K	0.28%	85
2023 Q2	$270K	Sell	39,424 -1,390	-3%	-$9.31K	0.27%	86
2023 Q1	$272K	Buy	+40,814	New	+$304K	0.27%	88

Other funds holding ACP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Melfa Wealth Management's ACP Position: Q2 2026 in Review

Melfa Wealth Management held its abrdn Income Credit Strategies Fund (ACP) position steady in Q2 2026 at 34,042 shares worth $177K. The position accounts for 0.1% of the portfolio, ranked #173.

Melfa Wealth Management first reported a position in ACP in Q1 2023 and has held it in 14 quarters since. The position peaked at $272K in Q1 2023. 114 funds tracked by Wall St. Rank hold ACP as of Q2 2026.

Melfa Wealth Management held 34,042 shares of abrdn Income Credit Strategies Fund worth $177K as of Q2 2026.
Melfa Wealth Management left its abrdn Income Credit Strategies Fund share count unchanged in Q2 2026.
abrdn Income Credit Strategies Fund made up 0.1% of Melfa Wealth Management's portfolio in Q2 2026, its #173 holding.
Melfa Wealth Management first reported a position in abrdn Income Credit Strategies Fund in Q1 2023 and has held it in 14 quarters since.
Melfa Wealth Management's abrdn Income Credit Strategies Fund position peaked at $272K in Q1 2023.
114 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.