Integrated Wealth Concepts’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Integrated Wealth Concepts’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	$3.27K	Buy	+1,317	New	+$3.33K	﹤0.01%	5183

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

Integrated Wealth Concepts's CIK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Credit Suisse Asset Management Income Fund (CIK) in Q2 2026: 1,317 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #5183 among its holdings.

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

Integrated Wealth Concepts held 1,317 shares of Credit Suisse Asset Management Income Fund worth $3.27K as of Q2 2026.
Credit Suisse Asset Management Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
Credit Suisse Asset Management Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5183 holding.
53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.