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

PCM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

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

AIA

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

IAIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIG

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

Modern Wealth Management's ACP Position: Q1 2026 in Review

Modern Wealth Management held its abrdn Income Credit Strategies Fund (ACP) position steady in Q1 2026 at 22,237 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Modern Wealth Management first reported a position in ACP in Q4 2024 and has held it in 6 quarters since. The position peaked at $484K in Q2 2025. 127 funds tracked by Wall St. Rank hold ACP as of Q1 2026.

Modern Wealth Management held 22,237 shares of abrdn Income Credit Strategies Fund worth $114K as of Q1 2026.
Modern Wealth Management left its abrdn Income Credit Strategies Fund share count unchanged in Q1 2026.
abrdn Income Credit Strategies Fund made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #860 holding.
Modern Wealth Management first reported a position in abrdn Income Credit Strategies Fund in Q4 2024 and has held it in 6 quarters since.
Modern Wealth Management's abrdn Income Credit Strategies Fund position peaked at $484K in Q2 2025.
127 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.