Clearstead Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Clearstead 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 Q2	$132K	Buy	+53,382	New	+$135K	﹤0.01%	1207
2025 Q2	–	Sell	-27,186	Closed	-$78.8K	–	2759
2025 Q1	$78.8K	Sell	27,186 -11,145	-29%	-$32.7K	﹤0.01%	1049
2024 Q4	$111K	Buy	38,331 +13,209	+53%	+$39.5K	﹤0.01%	999
2024 Q3	$77.6K	Buy	+25,122	New	+$76.6K	﹤0.01%	1094

Other funds holding CIK

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Clearstead Advisors's CIK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Credit Suisse Asset Management Income Fund (CIK) in Q2 2026: 53,382 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CIK as recently as Q1 2025.

Clearstead Advisors first reported a position in CIK in Q3 2024 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

Clearstead Advisors held 53,382 shares of Credit Suisse Asset Management Income Fund worth $132K as of Q2 2026.
Credit Suisse Asset Management Income Fund was a new Clearstead Advisors position in Q2 2026.
Credit Suisse Asset Management Income Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1207 holding.
Clearstead Advisors first reported a position in Credit Suisse Asset Management Income Fund in Q3 2024 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.