Physician Wealth Advisors, Inc.
Position in ACP — abrdn Income Credit Strategies Fund
CIK 1795173
MIDVALE, UT
Position in ACP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,843
New position
Shares Held
1,893
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $14,797,290 across 59 Asset Management names. ACP ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
80,811 | $12,988,232 | |
| 2 | BLK |
BlackRock, Inc.
|
350 | $336,546 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
29,367 | $231,411 | |
| 4 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
11,140 | $224,248 | |
| 5 | PCM |
Pcm Fund, Inc.
|
27,330 | $152,501 | |
| 6 | BX |
Blackstone Inc.
|
1,127 | $132,614 | |
| 7 | BTZ |
Blackrock Credit Allocation Income Trust
|
10,000 | $102,200 | |
| 8 | ARCC |
Ares Capital Corp
|
4,190 | $77,640 |
All Filings in ACP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,843 | 1,893 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||