SWTS
ACP

Stonehaven Wealth & Tax Solutions’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Stonehaven Wealth & Tax Solutions’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
Q1 		– Sell
-10,354
Closed -$56K – 83
2025
Q4 		$56K Sell
10,354
-89
-0.9% -$490 0.05% 85
2025
Q3 		$60.6K Hold
10,443
– – 0.06% 81
2025
Q2 		$61.6K Sell
10,443
-18
-0.2% -$103 0.06% 79
2025
Q1 		$61.6K Buy
+10,461
New +$63.1K 0.07% 72

Other funds holding ACP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's ACP Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of abrdn Income Credit Strategies Fund (ACP) in Q1 2026, closing a stake of 10,354 shares — an estimated $56K sold.

Stonehaven Wealth & Tax Solutions first reported a position in ACP in Q1 2025 and held it in 4 quarters. The position peaked at $61.6K in Q1 2025. 127 funds tracked by Wall St. Rank hold ACP as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining abrdn Income Credit Strategies Fund position as of Q1 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 10,354 abrdn Income Credit Strategies Fund shares in Q1 2026, an estimated $56K.
  • Stonehaven Wealth & Tax Solutions first reported a position in abrdn Income Credit Strategies Fund in Q1 2025 and held it in 4 quarters.
  • Stonehaven Wealth & Tax Solutions's abrdn Income Credit Strategies Fund position peaked at $61.6K in Q1 2025.
  • 127 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.