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Equibles

KINGSWOOD WEALTH ADVISORS, LLC

Position in ACP — abrdn Income Credit Strategies Fund

CIK 1987855 SAN DIEGO, CA
Back to ACP Full portfolio

Position in ACP

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$80,220
-$960,032 QoQ
Shares Held
15,427
-92.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ACP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $55,741,105 across 46 Asset Management names. ACP ranks #45 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 221,635 $19,612,488
2 STT
State Street Corp
 181,317 $11,515,465
3 BX
Blackstone Inc.
 13,698 $1,611,843
4 BPRE
Bluerock Private Real Estate Fund
 116,970 $1,521,779
5 STEW
SRH Total Return Fund, Inc.
 72,775 $1,302,672
6 OBDC
Blue Owl Capital Corp
 119,107 $1,294,693
7 AB
Alliancebernstein Holding L.P.
 35,110 $1,236,574
8 NBXG
Neuberger Next Generation Connectivity Fund Inc.
 66,653 $1,102,440

All Filings in ACP

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $80,220 15,427
2026-03-31 $1,040,252 203,971
2025-12-31 $1,153,260 213,172
2025-09-30 $1,251,698 215,810
2025-06-30 $1,313,027 222,547
2025-03-31 $1,416,091 240,423
2024-12-31 $1,439,492 241,121
2024-09-30 $1,596,221 241,121