Creative Planning’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Creative Planning’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
2025 Q4	–	Sell	-36,186	Closed	-$106K	–	3934
2025 Q3	$106K	Buy	+36,186	New	+$108K	﹤0.01%	3662
2024 Q1	–	Sell	-10,276	Closed	-$32.2K	–	2942
2023 Q4	$32.2K	Buy	+10,276	New	+$28.2K	﹤0.01%	2675
2017 Q3	–	Sell	-3,740	Closed	-$13K	–	2204
2017 Q2	$13K	Hold	3,740	–	–	﹤0.01%	3446
2017 Q1	$12K	Hold	3,740	–	–	﹤0.01%	3464
2016 Q4	$12K	Hold	3,740	–	–	﹤0.01%	3406
2016 Q3	$12K	Hold	3,740	–	–	﹤0.01%	3377
2016 Q2	$11K	Hold	3,740	–	–	﹤0.01%	3166
2016 Q1	$11K	Hold	3,740	–	–	﹤0.01%	3151
2015 Q4	$10K	Hold	3,740	–	–	﹤0.01%	3286
2015 Q3	$11K	Buy	+3,740	New	+$11.1K	﹤0.01%	3131
2015 Q2	–	Sell	-3,740	Closed	-$12K	–	1424
2015 Q1	$12K	Sell	3,740 -650	-15%	-$2.1K	﹤0.01%	3071
2014 Q4	$14K	Buy	4,390 +500	+13%	+$1.68K	﹤0.01%	2899
2014 Q3	$13K	Hold	3,890	–	–	﹤0.01%	2787
2014 Q2	$14K	Hold	3,890	–	–	﹤0.01%	2693
2014 Q1	$14K	Buy	3,890 +2,739	+238%	+$9.88K	﹤0.01%	2578
2013 Q4	$4K	Hold	1,151	–	–	﹤0.01%	2902
2013 Q3	$4K	Hold	1,151	–	–	﹤0.01%	2790
2013 Q2	$4K	Buy	+1,151	New	+$4.65K	﹤0.01%	2613

Other funds holding CIK

LPL Financial San Diego, California $445B AUM 25.58% 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

SFS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Creative Planning's CIK Position: Q4 2025 in Review

Creative Planning sold out of Credit Suisse Asset Management Income Fund (CIK) in Q4 2025, closing a stake of 36,186 shares — an estimated $106K sold.

Creative Planning first reported a position in CIK in Q2 2013 and held it in 18 quarters. The position peaked at $106K in Q3 2025. 47 funds tracked by Wall St. Rank hold CIK as of Q4 2025.

Creative Planning reported no remaining Credit Suisse Asset Management Income Fund position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 36,186 Credit Suisse Asset Management Income Fund shares in Q4 2025, an estimated $106K.
Creative Planning first reported a position in Credit Suisse Asset Management Income Fund in Q2 2013 and held it in 18 quarters.
Creative Planning's Credit Suisse Asset Management Income Fund position peaked at $106K in Q3 2025.
47 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.