TWPM
ACP

Total Wealth Planning & Management’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Total Wealth Planning & Management’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 		$329K Buy
64,568
+6,010
+10% +$33K 0.24% 146
2025
Q4 		$317K Buy
+58,558
New +$322K 0.23% 150
2025
Q2 		$317K Buy
53,728
+2,966
+6% +$17K 0.26% 152
2025
Q1 		$299K Buy
50,762
+32,807
+183% +$198K 0.28% 134
2024
Q4 		$107K Buy
+17,955
New +$115K 0.1% 181

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 $1.03T AUM 1% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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

Total Wealth Planning & Management's ACP Position: Q1 2026 in Review

Total Wealth Planning & Management increased its abrdn Income Credit Strategies Fund (ACP) stake by 10% in Q1 2026, buying an estimated $33K and bringing the position to 64,568 shares worth $329K. The position accounts for 0.24% of the portfolio, ranked #146.

Total Wealth Planning & Management first reported a position in ACP in Q4 2024 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold ACP as of Q1 2026.

  • Total Wealth Planning & Management held 64,568 shares of abrdn Income Credit Strategies Fund worth $329K as of Q1 2026.
  • Total Wealth Planning & Management bought 6,010 abrdn Income Credit Strategies Fund shares in Q1 2026, an estimated $33K.
  • abrdn Income Credit Strategies Fund made up 0.24% of Total Wealth Planning & Management's portfolio in Q1 2026, its #146 holding.
  • Total Wealth Planning & Management first reported a position in abrdn Income Credit Strategies Fund in Q4 2024 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.