Collaborative Wealth Management’s Credit Suisse High Yield Credit Fund DHY Stock Holding History

Collaborative Wealth Management’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
2026 Q1	$211K	Hold	110,898	–	–	0.1%	144
2025 Q4	$222K	Hold	110,898	–	–	0.08%	213
2025 Q3	$228K	Hold	110,898	–	–	0.09%	168
2025 Q2	$236K	Sell	110,898 -3,666	-3%	-$7.48K	0.1%	159
2025 Q1	$243K	Hold	114,564	–	–	0.11%	145
2024 Q4	$245K	Sell	114,564 -8,500	-7%	-$18.6K	0.11%	150
2024 Q3	$279K	Sell	123,064 -3,381	-3%	-$7.13K	0.13%	134
2024 Q2	$255K	Hold	126,445	–	–	0.12%	140
2024 Q1	$255K	Sell	126,445 -51,238	-29%	-$102K	0.13%	136
2023 Q4	$352K	Sell	177,683 -11,084	-6%	-$20.9K	0.19%	106
2023 Q3	$355K	Hold	188,767	–	–	0.21%	106
2023 Q2	$357K	Sell	188,767 -79,655	-30%	-$151K	0.21%	111
2023 Q1	$507K	Sell	268,422 -11,231	-4%	-$21K	0.32%	79
2022 Q4	$492K	Buy	279,653 +223	+0.1%	+$409	0.32%	87
2022 Q3	$492K	Sell	279,430 -9,489	-3%	-$18.3K	0.35%	79
2022 Q2	$546K	Buy	+288,919	New	+$582K	0.36%	87
2021 Q4	$725K	Buy	+293,547	New	+$728K	0.4%	80
2021 Q1	$629K	Buy	+288,720	New	+$676K	0.36%	92

Other funds holding DHY

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WAM

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

Collaborative Wealth Management's DHY Position: Q1 2026 in Review

Collaborative Wealth Management held its Credit Suisse High Yield Credit Fund (DHY) position steady in Q1 2026 at 110,898 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #144.

Collaborative Wealth Management first reported a position in DHY in Q1 2021 and has held it in 18 quarters since. The position peaked at $725K in Q4 2021. 72 funds tracked by Wall St. Rank hold DHY as of Q1 2026.

Collaborative Wealth Management held 110,898 shares of Credit Suisse High Yield Credit Fund worth $211K as of Q1 2026.
Collaborative Wealth Management left its Credit Suisse High Yield Credit Fund share count unchanged in Q1 2026.
Credit Suisse High Yield Credit Fund made up 0.1% of Collaborative Wealth Management's portfolio in Q1 2026, its #144 holding.
Collaborative Wealth Management first reported a position in Credit Suisse High Yield Credit Fund in Q1 2021 and has held it in 18 quarters since.
Collaborative Wealth Management's Credit Suisse High Yield Credit Fund position peaked at $725K in Q4 2021.
72 funds tracked by Wall St. Rank held Credit Suisse High Yield Credit Fund as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.