SFA
ACP

Sequoia Financial Advisors’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Sequoia Financial 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
Q4 		– Sell
-13,877
Closed -$80.5K – 1929
2025
Q3 		$80.5K Hold
13,877
– – ﹤0.01% 1696
2025
Q2 		$81.9K Hold
13,877
– – ﹤0.01% 1544
2025
Q1 		$81.7K Hold
13,877
– – ﹤0.01% 1330
2024
Q4 		$82.8K Hold
13,877
– – ﹤0.01% 1295
2024
Q3 		$91.9K Buy
+13,877
New +$90.6K ﹤0.01% 1234

Other funds holding ACP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Sequoia Financial Advisors's ACP Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of abrdn Income Credit Strategies Fund (ACP) in Q4 2025, closing a stake of 13,877 shares — an estimated $80.5K sold.

Sequoia Financial Advisors first reported a position in ACP in Q3 2024 and held it in 5 quarters. The position peaked at $91.9K in Q3 2024. 121 funds tracked by Wall St. Rank hold ACP as of Q4 2025.

  • Sequoia Financial Advisors reported no remaining abrdn Income Credit Strategies Fund position as of Q4 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 13,877 abrdn Income Credit Strategies Fund shares in Q4 2025, an estimated $80.5K.
  • Sequoia Financial Advisors first reported a position in abrdn Income Credit Strategies Fund in Q3 2024 and held it in 5 quarters.
  • Sequoia Financial Advisors's abrdn Income Credit Strategies Fund position peaked at $91.9K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.