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 Q2	$355K	Buy	68,294 +3,726	+6%	+$19.7K	0.24%	141
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 New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

IAIM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Total Wealth Planning & Management's ACP Position: Q2 2026 in Review

Total Wealth Planning & Management increased its abrdn Income Credit Strategies Fund (ACP) stake by 5.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 68,294 shares worth $355K. The position accounts for 0.24% of the portfolio, ranked #141.

Total Wealth Planning & Management first reported a position in ACP in Q4 2024 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold ACP as of Q2 2026.

Total Wealth Planning & Management held 68,294 shares of abrdn Income Credit Strategies Fund worth $355K as of Q2 2026.
Total Wealth Planning & Management bought 3,726 abrdn Income Credit Strategies Fund shares in Q2 2026, an estimated $19.7K.
abrdn Income Credit Strategies Fund made up 0.24% of Total Wealth Planning & Management's portfolio in Q2 2026, its #141 holding.
Total Wealth Planning & Management first reported a position in abrdn Income Credit Strategies Fund in Q4 2024 and has held it in 6 quarters since.
114 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.