OFG
ACP

OTA Financial Group’s abrdn Income Credit Strategies Fund ACP Stock Holding History

OTA Financial Group’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
2023
Q2 		– Sell
-39,038
Closed -$260K – 8
2023
Q1 		$260K Buy
+39,038
New +$291K 0.23% 43

Other funds holding ACP

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

OTA Financial Group's ACP Position: Q2 2023 in Review

OTA Financial Group sold out of abrdn Income Credit Strategies Fund (ACP) in Q2 2023, closing a stake of 39,038 shares — an estimated $260K sold.

OTA Financial Group first reported a position in ACP in Q1 2023 and held it in 1 quarter. The position peaked at $260K in Q1 2023. 46 funds tracked by Wall St. Rank hold ACP as of Q2 2023.

  • OTA Financial Group reported no remaining abrdn Income Credit Strategies Fund position as of Q2 2023 after selling out during the quarter.
  • OTA Financial Group sold 39,038 abrdn Income Credit Strategies Fund shares in Q2 2023, an estimated $260K.
  • OTA Financial Group first reported a position in abrdn Income Credit Strategies Fund in Q1 2023 and held it in 1 quarter.
  • OTA Financial Group's abrdn Income Credit Strategies Fund position peaked at $260K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2023.

Based on OTA Financial Group's 13F filing for Q2 2023, filed 17 Aug 2023.