SIAS
ACP

Summit Investment Advisory Services’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Summit Investment Advisory 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
2025
Q4 		– Sell
-10,000
Closed -$58K – 83
2025
Q3 		$58K Hold
10,000
– – 0.02% 76
2025
Q2 		$59K Hold
10,000
– – 0.03% 71
2025
Q1 		$58.9K Buy
+10,000
New +$60.3K 0.03% 68

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GC
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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

Summit Investment Advisory Services's ACP Position: Q4 2025 in Review

Summit Investment Advisory Services sold out of abrdn Income Credit Strategies Fund (ACP) in Q4 2025, closing a stake of 10,000 shares — an estimated $58K sold.

Summit Investment Advisory Services first reported a position in ACP in Q1 2025 and held it in 3 quarters. The position peaked at $59K in Q2 2025. 121 funds tracked by Wall St. Rank hold ACP as of Q4 2025.

  • Summit Investment Advisory Services reported no remaining abrdn Income Credit Strategies Fund position as of Q4 2025 after selling out during the quarter.
  • Summit Investment Advisory Services sold 10,000 abrdn Income Credit Strategies Fund shares in Q4 2025, an estimated $58K.
  • Summit Investment Advisory Services first reported a position in abrdn Income Credit Strategies Fund in Q1 2025 and held it in 3 quarters.
  • Summit Investment Advisory Services's abrdn Income Credit Strategies Fund position peaked at $59K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q4 2025.

Based on Summit Investment Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.