KINGSWOOD WEALTH ADVISORS, LLC ACP — ABRDN INCOME CREDIT STRA

Ownership history in KINGSWOOD WEALTH ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

KINGSWOOD WEALTH ADVISORS, LLC reported ABRDN INCOME CREDIT STRA (ACP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.11% in 2024 Q3. The latest visible filing shows ACP at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KINGSWOOD WEALTH ADVISORS, LLC's position in ABRDN INCOME CREDIT STRA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ACP was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACP stock page KINGSWOOD WEALTH ADVISORS, LLC fund profile KINGSWOOD WEALTH ADVISORS, LLC full holdings
How KINGSWOOD WEALTH ADVISORS, LLC held ACP — position size vs. price
% of Fund (quarterly)    ACP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 203,971 -9,201 -4.3% 0.05% $1.0M 2026-04-28 $5.15
2025 Q4 REDUCED — — — 213,172 -2,638 -1.2% 0.06% $1.2M 2026-01-28 $5.14
2025 Q3 REDUCED — — — 215,810 -6,737 -3.0% 0.08% $1.3M 2025-10-23 $4.91
2025 Q2 REDUCED 7.4% +2.2% ❌ 222,547 -17,876 -7.4% 0.10% $1.3M 2025-07-23 $4.96
2025 Q1 REDUCED — — — 240,423 -698 -0.3% 0.05% $1.4M 2025-04-21 $4.35
2024 Q4 UNCHANGED — — — 241,121 — 0% 0.11% $1.4M 2025-01-22 $4.68
2024 Q3 INITIATED — — — 241,121 — — 0.11% $1.6M 2024-10-21 $4.88

🏢 Other funds also holding ACP

As of 2026 Q2 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 0.72% Arlington Capital Management, Inc. 3Y 7Y 0.56% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.32% LGT Financial Advisors LLC 3Y 0.26% Oxinas Partners, LLC 3Y 0.13% MELFA WEALTH MANAGEMENT, INC. 3Y 0.1% Camelot Portfolios, LLC 3Y 7Y 0.08% SeaCrest Wealth Management, LLC 3Y 7Y 0.06% Uncommon Cents Investing LLC 3Y 7Y 0.02% Sowell Financial Services LLC 3Y 7Y 0.02%

FAQ About KINGSWOOD WEALTH ADVISORS, LLC and ACP

These are the practical questions this page is built to answer before you even open the full history table.

How long has KINGSWOOD WEALTH ADVISORS, LLC reported owning ACP?

KINGSWOOD WEALTH ADVISORS, LLC reported ACP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ACP position in KINGSWOOD WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ACP was 0.11% in 2024 Q3.

What is the latest reported ACP position on this page?

The most recent filing on this page is 2026 Q1, when KINGSWOOD WEALTH ADVISORS, LLC reported 203,971 shares, equal to 0.05% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ACP ownership page compare?

The chart compares KINGSWOOD WEALTH ADVISORS, LLC's quarterly ACP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KINGSWOOD WEALTH ADVISORS, LLC time their ACP position?

Based on 13F filing dates vs. subsequent ACP price moves, KINGSWOOD WEALTH ADVISORS, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on ACP relative to SPY over the holding period was -10.1%.

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