Avantax Advisory Services’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Avantax Advisory Services’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$82.1K	Buy	38,525 +14,870	+63%	+$30.3K	﹤0.01%	2301
2025 Q1	$50.1K	Buy	23,655 +505	+2%	+$1.08K	﹤0.01%	2196
2024 Q4	$49.5K	Buy	+23,150	New	+$50.7K	﹤0.01%	2157
2021 Q1	–	Sell	-15,019	Closed	-$34K	–	1043
2020 Q4	$34K	Sell	15,019 -32,001	-68%	-$71.1K	﹤0.01%	925
2020 Q3	$99K	Buy	+47,020	New	+$98.4K	﹤0.01%	1303

Other funds holding DHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Avantax Advisory Services's DHY Position: Q2 2025 in Review

Avantax Advisory Services increased its Credit Suisse High Yield Credit Fund (DHY) stake by 63% in Q2 2025, buying an estimated $30.3K and bringing the position to 38,525 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Avantax Advisory Services first reported a position in DHY in Q3 2020 and has held it in 5 quarters since. The position peaked at $99K in Q3 2020. 68 funds tracked by Wall St. Rank hold DHY as of Q2 2025.

Avantax Advisory Services held 38,525 shares of Credit Suisse High Yield Credit Fund worth $82.1K as of Q2 2025.
Avantax Advisory Services bought 14,870 Credit Suisse High Yield Credit Fund shares in Q2 2025, an estimated $30.3K.
Credit Suisse High Yield Credit Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2301 holding.
Avantax Advisory Services first reported a position in Credit Suisse High Yield Credit Fund in Q3 2020 and has held it in 5 quarters since.
Avantax Advisory Services's Credit Suisse High Yield Credit Fund position peaked at $99K in Q3 2020.
68 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.