Founders Financial Alliance, LLC ACP — ABRDN INCOME CREDIT STRATEGI

Ownership history in Founders Financial Alliance, LLC  ·  8 quarters on record

AI Ownership Summary

Founders Financial Alliance, LLC reported ABRDN INCOME CREDIT STRATEGI (ACP) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows ACP at 0.11% 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 Founders Financial Alliance, 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
2026 Q2

ACP was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% 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 Q2

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 Founders Financial Alliance, LLC fund profile Founders Financial Alliance, LLC full holdings
How Founders Financial Alliance, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 157,320 +16,828 +12.0% 0.11% $818K 2026-08-04 $4.98
2026 Q1 ADDED — — — 140,492 +11,976 +9.3% 0.13% $717K 2026-05-11 $4.95
2025 Q4 ADDED — — — 128,516 +4,036 +3.2% 0.13% $695K 2026-02-12 $5.11
2025 Q3 ADDED — — — 124,480 +20,845 +20.1% 0.14% $722K 2025-11-07 $4.77
2025 Q2 ADDED — — — 103,635 +1,260 +1.2% 0.14% $611K 2025-08-12 $4.96
2025 Q1 ADDED — — — 102,375 +13,427 +15.1% 0.15% $603K 2025-05-12 $4.62
2024 Q4 ADDED — — — 88,948 +6,082 +7.3% 0.15% $531K 2025-02-07 $4.67
2024 Q3 INITIATED — — — 82,866 — — 0.15% $549K 2024-11-01 $4.73

🏢 Other funds also holding ACP

As of 2026 Q2 — sorted by position size

KENNEDY INVESTMENT GROUP, INC. 3Y 0.82% Shaker Financial Services, LLC 3Y 7Y 0.72% Arlington Capital Management, Inc. 3Y 7Y 0.56% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.32% PIN OAK INVESTMENT ADVISORS INC 3Y 7Y 0.32% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.3% LGT Financial Advisors LLC 3Y 0.26% Total Wealth Planning & Management, Inc. 0.24% ACCREDITED INVESTOR SERVICES, LLC 0.15% Penserra Capital Management LLC 3Y 7Y 0.14%

FAQ About Founders Financial Alliance, 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 Founders Financial Alliance, LLC reported owning ACP?

Founders Financial Alliance, LLC reported ACP across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported ACP position in Founders Financial Alliance, LLC's portfolio?

The largest reported portfolio weight for ACP was 0.15% in 2024 Q3.

What is the latest reported ACP position on this page?

The most recent filing on this page is 2026 Q2, when Founders Financial Alliance, LLC reported 157,320 shares, equal to 0.11% of portfolio, with an estimated market value of $818K.

What does the chart on this ACP ownership page compare?

The chart compares Founders Financial Alliance, 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 Founders Financial Alliance, LLC time their ACP position?

Based on 13F filing dates vs. subsequent ACP price moves, Founders Financial Alliance, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on ACP relative to SPY over the holding period was +784.0%.

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