Highline Wealth Partners’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Highline Wealth Partners’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	$1.98K	Hold	800	–	–	﹤0.01%	1181
2026 Q1	$2.05K	Buy	800 +300	+60%	+$819	﹤0.01%	1063
2025 Q4	$1.42K	Hold	500	–	–	﹤0.01%	890
2025 Q3	$1.47K	Buy	+500	New	+$1.49K	﹤0.01%	887

Other funds holding CIK

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

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 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

DAS

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

Highline Wealth Partners's CIK Position: Q2 2026 in Review

Highline Wealth Partners held its Credit Suisse Asset Management Income Fund (CIK) position steady in Q2 2026 at 800 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Highline Wealth Partners first reported a position in CIK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.05K in Q1 2026. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

Highline Wealth Partners held 800 shares of Credit Suisse Asset Management Income Fund worth $1.98K as of Q2 2026.
Highline Wealth Partners left its Credit Suisse Asset Management Income Fund share count unchanged in Q2 2026.
Credit Suisse Asset Management Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1181 holding.
Highline Wealth Partners first reported a position in Credit Suisse Asset Management Income Fund in Q3 2025 and has held it in 4 quarters since.
Highline Wealth Partners's Credit Suisse Asset Management Income Fund position peaked at $2.05K in Q1 2026.
53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.