SWM
FAX

Shrier Wealth Management’s abrdn Asia-Pacific Income Fund FAX Stock Holding History

Shrier Wealth Management’s Portfolio FAX Stock Details FAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$571K Sell
38,794
-899
-2% -$13.2K 0.19% 88
2026
Q1 		$572K Sell
39,693
-3,145
-7% -$48.6K 0.21% 84
2025
Q4 		$657K Buy
+42,838
New +$661K 0.26% 77

Other funds holding FAX

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Shrier Wealth Management's FAX Position: Q2 2026 in Review

Shrier Wealth Management reduced its abrdn Asia-Pacific Income Fund (FAX) stake by 2.3% in Q2 2026, selling an estimated $13.2K and leaving 38,794 shares worth $571K. The position accounts for 0.19% of the portfolio, ranked #88.

Shrier Wealth Management first reported a position in FAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $657K in Q4 2025. 38 funds tracked by Wall St. Rank hold FAX as of Q2 2026.

  • Shrier Wealth Management held 38,794 shares of abrdn Asia-Pacific Income Fund worth $571K as of Q2 2026.
  • Shrier Wealth Management sold 899 abrdn Asia-Pacific Income Fund shares in Q2 2026, an estimated $13.2K.
  • abrdn Asia-Pacific Income Fund made up 0.19% of Shrier Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Shrier Wealth Management first reported a position in abrdn Asia-Pacific Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Shrier Wealth Management's abrdn Asia-Pacific Income Fund position peaked at $657K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held abrdn Asia-Pacific Income Fund as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.