PWPS
ACP

Pinnacle Wealth Planning Services’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Pinnacle Wealth Planning Services’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 		$153K Sell
29,339
-6,504
-18% -$34.5K 0.01% 653
2026
Q1 		$183K Sell
35,843
-664
-2% -$3.64K 0.02% 510
2025
Q4 		$198K Buy
+36,507
New +$201K 0.02% 469
2024
Q4 		– Sell
-24,761
Closed -$164K – 393
2024
Q3 		$164K Buy
+24,761
New +$162K 0.02% 478

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

Pinnacle Wealth Planning Services's ACP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its abrdn Income Credit Strategies Fund (ACP) stake by 18% in Q2 2026, selling an estimated $34.5K and leaving 29,339 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #653.

Pinnacle Wealth Planning Services first reported a position in ACP in Q3 2024 and has held it in 4 quarters since. The position peaked at $198K in Q4 2025. 114 funds tracked by Wall St. Rank hold ACP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 29,339 shares of abrdn Income Credit Strategies Fund worth $153K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 6,504 abrdn Income Credit Strategies Fund shares in Q2 2026, an estimated $34.5K.
  • abrdn Income Credit Strategies Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #653 holding.
  • Pinnacle Wealth Planning Services first reported a position in abrdn Income Credit Strategies Fund in Q3 2024 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's abrdn Income Credit Strategies Fund position peaked at $198K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.