BRWA
CIK

B. Riley Wealth Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-28,504
Closed -$80.7K – 932
2025
Q4 		$80.7K Buy
28,504
+622
+2% +$1.77K ﹤0.01% 946
2025
Q3 		$81.7K Buy
27,882
+575
+2% +$1.71K ﹤0.01% 974
2025
Q2 		$80.8K Buy
+27,307
New +$77.2K ﹤0.01% 971
2024
Q4 		– Sell
-27,453
Closed -$84.1K – 1166
2024
Q3 		$84.1K Buy
27,453
+548
+2% +$1.67K ﹤0.01% 1218
2024
Q2 		$79.9K Buy
26,905
+3,337
+14% +$9.79K ﹤0.01% 1324
2024
Q1 		$61K Sell
23,568
-22,405
-49% -$67.6K ﹤0.01% 1383
2023
Q4 		$144K Buy
45,973
+22,405
+95% +$61.5K ﹤0.01% 1297
2023
Q3 		$61K Sell
23,568
-108,381
-82% -$310K ﹤0.01% 1383
2023
Q2 		$388K Sell
131,949
-11,843
-8% -$32.7K 0.01% 991
2023
Q1 		$370K Sell
143,792
-126,741
-47% -$339K 0.01% 952
2022
Q4 		$682K Buy
270,533
+40,394
+18% +$105K 0.02% 670
2022
Q3 		$610K Buy
230,139
+15,521
+7% +$44.1K 0.02% 672
2022
Q2 		$587K Buy
214,618
+18,143
+9% +$51.4K 0.02% 591
2022
Q1 		$600K Sell
196,475
-5,394
-3% -$17.2K 0.02% 660
2021
Q4 		$693K Buy
201,869
+4,699
+2% +$16.2K 0.02% 660
2021
Q3 		$689K Buy
197,170
+3,182
+2% +$11.1K 0.02% 651
2021
Q2 		$673K Buy
193,988
+1,466
+0.8% +$5.11K 0.02% 651
2021
Q1 		$636K Buy
192,522
+64,046
+50% +$209K 0.02% 623
2020
Q4 		$405K Buy
128,476
+12,880
+11% +$39.7K 0.02% 604
2020
Q3 		$328K Buy
115,596
+7,827
+7% +$22.2K 0.02% 691
2020
Q2 		$293K Buy
107,769
+54,507
+102% +$140K 0.02% 639
2020
Q1 		$128K Buy
+53,262
New +$163K 0.01% 714

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $79.5B AUM 27.1% 1-Year Est. Return

B. Riley Wealth Advisors's CIK Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Credit Suisse Asset Management Income Fund (CIK) in Q1 2026, closing a stake of 28,504 shares — an estimated $80.7K sold.

B. Riley Wealth Advisors first reported a position in CIK in Q1 2020 and held it in 22 quarters. The position peaked at $693K in Q4 2021. 52 funds tracked by Wall St. Rank hold CIK as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Credit Suisse Asset Management Income Fund position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 28,504 Credit Suisse Asset Management Income Fund shares in Q1 2026, an estimated $80.7K.
  • B. Riley Wealth Advisors first reported a position in Credit Suisse Asset Management Income Fund in Q1 2020 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Credit Suisse Asset Management Income Fund position peaked at $693K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.