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 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 $1.66T 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