MWM
ACP

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

Modern 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 		$58K Sell
11,159
-11,078
-50% -$58.7K ﹤0.01% 1094
2026
Q1 		$114K Hold
22,237
– – ﹤0.01% 860
2025
Q4 		$120K Sell
22,237
-6,059
-21% -$33.4K ﹤0.01% 830
2025
Q3 		$164K Sell
28,296
-9,225
-25% -$54.7K ﹤0.01% 775
2025
Q2 		$484K Buy
37,521
+5,439
+17% +$31.1K 0.01% 487
2025
Q1 		$189K Sell
32,082
-5,680
-15% -$34.3K 0.01% 650
2024
Q4 		$225K Buy
+37,762
New +$241K 0.01% 527

Other funds holding ACP

Morgan Stanley
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
GC
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
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

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

Modern Wealth Management reduced its abrdn Income Credit Strategies Fund (ACP) stake by 50% in Q2 2026, selling an estimated $58.7K and leaving 11,159 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Modern Wealth Management first reported a position in ACP in Q4 2024 and has held it in 7 quarters since. The position peaked at $484K in Q2 2025. 114 funds tracked by Wall St. Rank hold ACP as of Q2 2026.

  • Modern Wealth Management held 11,159 shares of abrdn Income Credit Strategies Fund worth $58K as of Q2 2026.
  • Modern Wealth Management sold 11,078 abrdn Income Credit Strategies Fund shares in Q2 2026, an estimated $58.7K.
  • abrdn Income Credit Strategies Fund made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1094 holding.
  • Modern Wealth Management first reported a position in abrdn Income Credit Strategies Fund in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's abrdn Income Credit Strategies Fund position peaked at $484K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.