Integrated Wealth Concepts LLC

Position in ACP — abrdn Income Credit Strategies Fund

CIK 1737109 WALTHAM, MA

Position in ACP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$466,808

-$28,374 QoQ

Shares Held

91,531

0.0% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $131,226,274 across 129 Asset Management names. ACP ranks #60 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	637,542	$22,594,488
2	BX	Blackstone Inc.	62,990	$7,243,220
3	MAIN	Main Street Capital CORP	103,138	$5,462,188
4	BPRE	Bluerock Private Real Estate Fund	318,785	$5,295,018
5	PSLV	Sprott Physical Silver Trust	190,867	$4,655,246
6	CEF	Sprott Physical Gold & Silver Trust	95,026	$4,534,640
7	BLK	BlackRock, Inc.	3,527	$3,391,951
8	BGB	Blackstone Strategic Credit 2027 Term Fund	288,008	$3,211,289

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$466,808	91,531	0.0%	Shares	Sole	2026-05-15
2025-12-31	$495,182	91,531	-8.8%	Shares	Sole	2026-02-13
2025-09-30	$581,815	100,313	0.0%	Shares	Sole	2025-11-14
2025-06-30	$591,846	100,313	-5.1%	Shares	Sole	2025-08-14
2025-03-31	$622,720	105,725	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$628,378	105,256	+4.1%	Shares	Sole	2025-02-14
2024-09-30	$669,169	101,083	+25.8%	Shares	Sole	2024-11-14
2024-06-30	$544,752	80,347	-2.3%	Shares	Sole	2024-08-14
2024-03-31	$557,743	82,263	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$560,204	82,383	-0.5%	Shares	Sole	2024-02-13
2023-09-30	$563,298	82,838	-3.2%	Shares	Sole	2023-11-15
2023-06-30	$585,175	85,552	-5.4%	Shares	Sole	2023-08-15
2023-03-31	$603,388	90,463	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.