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

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

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Quarry LP New York $496M AUM 23.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return