DAS
CIK

Dynamic Advisor Solutions’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Dynamic Advisor Solutions’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 		$182K Buy
73,477
+6,092
+9% +$15.4K 0.01% 1012
2026
Q1 		$173K Buy
67,385
+3,545
+6% +$9.68K 0.01% 931
2025
Q4 		$181K Buy
63,840
+3,759
+6% +$10.7K 0.01% 905
2025
Q3 		$176K Buy
60,081
+864
+1% +$2.57K 0.01% 906
2025
Q2 		$175K Sell
59,217
-3,609
-6% -$10.2K 0.01% 868
2025
Q1 		$182K Buy
62,826
+8,337
+15% +$24.4K 0.01% 814
2024
Q4 		$157K Buy
54,489
+9,150
+20% +$27.3K 0.01% 628
2024
Q3 		$140K Sell
45,339
-287
-0.6% -$876 ﹤0.01% 898
2024
Q2 		$136K Sell
45,626
-4,196
-8% -$12.3K ﹤0.01% 898
2024
Q1 		$147K Sell
49,822
-983
-2% -$2.97K 0.01% 883
2023
Q4 		$152K Buy
50,805
+497
+1% +$1.36K 0.01% 854
2023
Q3 		$130K Buy
50,308
+7,318
+17% +$20.9K 0.01% 799
2023
Q2 		$126K Buy
42,990
+318
+0.7% +$878 0.01% 764
2023
Q1 		$110K Buy
42,672
+5,148
+14% +$13.8K 0.01% 722
2022
Q4 		$94.6K Sell
37,524
-1,563
-4% -$4.07K 0.01% 695
2022
Q3 		$104K Buy
39,087
+1,944
+5% +$5.52K 0.01% 655
2022
Q2 		$101K Buy
37,143
+799
+2% +$2.26K 0.01% 679
2022
Q1 		$111K Buy
36,344
+4,038
+12% +$12.9K 0.01% 703
2021
Q4 		$111K Buy
32,306
+1,528
+5% +$5.26K 0.01% 702
2021
Q3 		$107K Buy
30,778
+655
+2% +$2.28K 0.01% 721
2021
Q2 		$106K Buy
30,123
+3,574
+13% +$12.4K 0.01% 705
2021
Q1 		$90K Buy
26,549
+1,780
+7% +$5.82K 0.01% 648
2020
Q4 		$78K Buy
24,769
+1,438
+6% +$4.44K 0.01% 645
2020
Q3 		$69K Sell
23,331
-5,920
-20% -$16.8K 0.01% 576
2020
Q2 		$79K Sell
29,251
-27,999
-49% -$72K 0.01% 524
2020
Q1 		$137K Sell
57,250
-7,710
-12% -$23.5K 0.03% 436
2019
Q4 		$209K Sell
64,960
-4,158
-6% -$13.2K 0.03% 492
2019
Q3 		$218K Buy
69,118
+2,123
+3% +$6.68K 0.03% 451
2019
Q2 		$208K Buy
66,995
+1,696
+3% +$5.25K 0.03% 447
2019
Q1 		$202K Buy
65,299
+943
+1% +$2.83K 0.04% 376
2018
Q4 		$187K Buy
64,356
+3,786
+6% +$11.2K 0.04% 359
2018
Q3 		$192K Buy
60,570
+550
+0.9% +$1.73K 0.04% 381
2018
Q2 		$190K Buy
60,020
+3,565
+6% +$11.4K 0.04% 382
2018
Q1 		$180K Buy
56,455
+2,605
+5% +$8.48K 0.05% 343
2017
Q4 		$178K Buy
53,850
+13,300
+33% +$44.2K 0.06% 241
2017
Q3 		$137K Buy
40,550
+27,300
+206% +$91.9K 0.05% 215
2017
Q2 		$45K Buy
+13,250
New +$44.1K 0.02% 216

Other funds holding CIK

LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
LPL Financial
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Dynamic Advisor Solutions's CIK Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Credit Suisse Asset Management Income Fund (CIK) stake by 9% in Q2 2026, buying an estimated $15.4K and bringing the position to 73,477 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #1012.

Dynamic Advisor Solutions first reported a position in CIK in Q2 2017 and has held it in 37 quarters since. The position peaked at $218K in Q3 2019. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Dynamic Advisor Solutions held 73,477 shares of Credit Suisse Asset Management Income Fund worth $182K as of Q2 2026.
  • Dynamic Advisor Solutions bought 6,092 Credit Suisse Asset Management Income Fund shares in Q2 2026, an estimated $15.4K.
  • Credit Suisse Asset Management Income Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #1012 holding.
  • Dynamic Advisor Solutions first reported a position in Credit Suisse Asset Management Income Fund in Q2 2017 and has held it in 37 quarters since.
  • Dynamic Advisor Solutions's Credit Suisse Asset Management Income Fund position peaked at $218K in Q3 2019.
  • 53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.