Envestnet Asset Management
CIK

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

Envestnet Asset Management’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 		$42.3K Sell
17,057
-8,553
-33% -$21.7K ﹤0.01% 4801
2026
Q1 		$65.6K Buy
25,610
+2,874
+13% +$7.84K ﹤0.01% 4654
2025
Q4 		$64.3K Hold
22,736
– – ﹤0.01% 4403
2025
Q3 		$66.6K Sell
22,736
-12,524
-36% -$37.2K ﹤0.01% 4462
2025
Q2 		$104K Sell
35,260
-13,213
-27% -$37.4K ﹤0.01% 4334
2025
Q1 		$141K Buy
48,473
+669
+1% +$1.96K ﹤0.01% 4197
2024
Q4 		$138K Sell
47,804
-185,069
-79% -$553K ﹤0.01% 4168
2024
Q3 		$720K Buy
232,873
+7,861
+3% +$24K ﹤0.01% 3308
2024
Q2 		$668K Buy
225,012
+160,594
+249% +$471K ﹤0.01% 3287
2024
Q1 		$190K Sell
64,418
-8,449
-12% -$25.5K ﹤0.01% 3952
2023
Q4 		$228K Buy
+72,867
New +$200K ﹤0.01% 3762
2021
Q2 		– Sell
-261,568
Closed -$884K – 3642
2021
Q1 		$884K Buy
261,568
+9,243
+4% +$30.2K ﹤0.01% 2485
2020
Q4 		$795K Buy
252,325
+14,183
+6% +$43.8K ﹤0.01% 2382
2020
Q3 		$700K Buy
238,142
+26,405
+12% +$74.8K ﹤0.01% 2262
2020
Q2 		$574K Buy
211,737
+39,739
+23% +$102K ﹤0.01% 2333
2020
Q1 		$411K Buy
171,998
+36,894
+27% +$113K ﹤0.01% 2382
2019
Q4 		$435K Buy
135,104
+26,241
+24% +$83.5K ﹤0.01% 2530
2019
Q3 		$343K Buy
108,863
+11,739
+12% +$36.9K ﹤0.01% 2580
2019
Q2 		$302K Buy
97,124
+9,983
+11% +$30.9K ﹤0.01% 2662
2019
Q1 		$270K Buy
87,141
+579
+0.7% +$1.74K ﹤0.01% 2655
2018
Q4 		$240K Buy
86,562
+22,467
+35% +$66.7K ﹤0.01% 2559
2018
Q3 		$203K Buy
+64,095
New +$202K ﹤0.01% 1179

Other funds holding CIK

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Envestnet Asset Management's CIK Position: Q2 2026 in Review

Envestnet Asset Management reduced its Credit Suisse Asset Management Income Fund (CIK) stake by 33% in Q2 2026, selling an estimated $21.7K and leaving 17,057 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4801.

Envestnet Asset Management first reported a position in CIK in Q3 2018 and has held it in 22 quarters since. The position peaked at $884K in Q1 2021. 18 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Envestnet Asset Management held 17,057 shares of Credit Suisse Asset Management Income Fund worth $42.3K as of Q2 2026.
  • Envestnet Asset Management sold 8,553 Credit Suisse Asset Management Income Fund shares in Q2 2026, an estimated $21.7K.
  • Credit Suisse Asset Management Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4801 holding.
  • Envestnet Asset Management first reported a position in Credit Suisse Asset Management Income Fund in Q3 2018 and has held it in 22 quarters since.
  • Envestnet Asset Management's Credit Suisse Asset Management Income Fund position peaked at $884K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.