GIA
CIK

Gladstone Institutional Advisory’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Gladstone Institutional Advisory’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 		$114K Buy
+46,127
New +$117K ﹤0.01% 874

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
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $108M AUM 26.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
HHCP
Hilton Head Capital Partners Hilton Head Island, South Carolina $198M AUM

Gladstone Institutional Advisory's CIK Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Credit Suisse Asset Management Income Fund (CIK) in Q2 2026: 46,127 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings.

13 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Gladstone Institutional Advisory held 46,127 shares of Credit Suisse Asset Management Income Fund worth $114K as of Q2 2026.
  • Credit Suisse Asset Management Income Fund was a new Gladstone Institutional Advisory position in Q2 2026.
  • Credit Suisse Asset Management Income Fund made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #874 holding.
  • 13 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.