AWM
CIK

Activest Wealth Management’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Activest Wealth Management’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.84K Buy
+1,500
New +$4.09K ﹤0.01% 863
2025
Q4 		– Sell
-1,500
Closed -$4.39K – 1164
2025
Q3 		$4.39K Sell
1,500
-4,600
-75% -$13.7K ﹤0.01% 666
2025
Q2 		$18.1K Hold
6,100
– – ﹤0.01% 341
2025
Q1 		$17.7K Hold
6,100
– – ﹤0.01% 308
2024
Q4 		$17.6K Hold
6,100
– – ﹤0.01% 260
2024
Q3 		$18.8K Buy
6,100
+1,500
+33% +$4.58K 0.01% 255
2024
Q2 		$13.7K Buy
+4,600
New +$13.5K ﹤0.01% 276

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return