ACP β€” ABRDN INCOME CREDIT STRATEGI

Ownership history in Sequoia Financial Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported ABRDN INCOME CREDIT STRATEGI (ACP) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows ACP at 0.00% 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 Sequoia Financial Advisors, LLC's position in ABRDN INCOME CREDIT STRATEGI, 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
2025 Q3

ACP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 2025 Q3

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.

How Sequoia Financial Advisors, LLC held ACP β€” position size vs. price
% of Fund (quarterly)    ACP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 13,877 β€” 0% 0.00% $80K 2025-10-29 $5.14
2025 Q2 UNCHANGED 13,877 β€” 0% 0.00% $82K 2025-07-25 $5.32
2025 Q1 UNCHANGED 13,877 β€” 0% 0.00% $82K 2025-04-23 $4.71
2024 Q4 UNCHANGED 13,877 β€” 0% 0.00% $83K 2025-02-07 $5.03
2024 Q3 INITIATED 13,877 β€” β€” 0.00% $92K 2024-10-21 $5.18

FAQ About Sequoia Financial 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 Sequoia Financial Advisors, LLC reported owning ACP?

Sequoia Financial Advisors, LLC reported ACP across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported ACP position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for ACP was 0.00% in 2024 Q3.

What is the latest reported ACP position on this page?

The most recent filing on this page is 2025 Q3, when Sequoia Financial Advisors, LLC reported 13,877 shares, equal to 0.00% of portfolio, with an estimated market value of $80K.

What does the chart on this ACP ownership page compare?

The chart compares Sequoia Financial 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.

← Back to Sequoia Financial Advisors, LLC Holdings