MYIA
ACP

Mount Yale Investment Advisors’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-1,141
Closed -$6.73K – 688
2025
Q2 		$6.73K Buy
+1,141
New +$6.53K ﹤0.01% 1189

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mount Yale Investment Advisors's ACP Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of abrdn Income Credit Strategies Fund (ACP) in Q3 2025, closing a stake of 1,141 shares — an estimated $6.73K sold.

Mount Yale Investment Advisors first reported a position in ACP in Q2 2025 and held it in 1 quarter. The position peaked at $6.73K in Q2 2025. 129 funds tracked by Wall St. Rank hold ACP as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining abrdn Income Credit Strategies Fund position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,141 abrdn Income Credit Strategies Fund shares in Q3 2025, an estimated $6.73K.
  • Mount Yale Investment Advisors first reported a position in abrdn Income Credit Strategies Fund in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's abrdn Income Credit Strategies Fund position peaked at $6.73K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.