Sigma Planning Corp’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Sigma Planning Corp’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	$78.3K	Buy	31,587 +152	+0.5%	+$385	﹤0.01%	1387
2026 Q1	$80.5K	Hold	31,435	–	–	﹤0.01%	1289
2025 Q4	$89K	Hold	31,435	–	–	﹤0.01%	1267
2025 Q3	$92.1K	Hold	31,435	–	–	﹤0.01%	1259
2025 Q2	$93K	Hold	31,435	–	–	﹤0.01%	1211
2025 Q1	$91.2K	Hold	31,435	–	–	﹤0.01%	1171
2024 Q4	$90.8K	Buy	31,435 +139	+0.4%	+$415	﹤0.01%	1131
2024 Q3	$96.7K	Buy	31,296 +33	+0.1%	+$101	﹤0.01%	1173
2024 Q2	$92.9K	Buy	31,263 +9,095	+41%	+$26.7K	﹤0.01%	1140
2024 Q1	$65.4K	Sell	22,168 -25,309	-53%	-$76.4K	﹤0.01%	1191
2023 Q4	$149K	Sell	47,477 -47,284	-50%	-$130K	0.01%	796
2023 Q3	$245K	Sell	94,761 -6,360	-6%	-$18.2K	0.01%	1006
2023 Q2	$297K	Sell	101,121 -14,864	-13%	-$41K	0.01%	936
2023 Q1	$298K	Sell	115,985 -21,163	-15%	-$56.6K	0.01%	999
2022 Q4	$346K	Buy	137,148 +1,388	+1%	+$3.61K	0.01%	911
2022 Q3	$360K	Buy	135,760 +812	+0.6%	+$2.31K	0.01%	875
2022 Q2	$368K	Sell	134,948 -89	-0.1%	-$252	0.01%	888
2022 Q1	$412K	Sell	135,037 -62,390	-32%	-$199K	0.01%	921
2021 Q4	$677K	Buy	197,427 +2,310	+1%	+$7.96K	0.02%	708
2021 Q3	$677K	Buy	195,117 +481	+0.2%	+$1.67K	0.02%	688
2021 Q2	$685K	Buy	194,636 +38	+0%	+$132	0.02%	697
2021 Q1	$658K	Buy	194,598 +30,037	+18%	+$98.2K	0.02%	658
2020 Q4	$518K	Sell	164,561 -3,234	-2%	-$9.98K	0.02%	677
2020 Q3	$493K	Sell	167,795 -17,834	-10%	-$50.6K	0.02%	614
2020 Q2	$503K	Buy	185,629 +12,701	+7%	+$32.7K	0.02%	589
2020 Q1	$413K	Sell	172,928 -8,495	-5%	-$25.9K	0.02%	549
2019 Q4	$584K	Sell	181,423 -29,727	-14%	-$94.6K	0.02%	549
2019 Q3	$665K	Buy	211,150 +12,189	+6%	+$38.3K	0.03%	482
2019 Q2	$619K	Sell	198,961 -60,608	-23%	-$188K	0.03%	481
2019 Q1	$805K	Sell	259,569 -3,394	-1%	-$10.2K	0.05%	367
2018 Q4	$728K	Sell	262,963 -45,539	-15%	-$135K	0.05%	324
2018 Q3	$978K	Sell	308,502 -141,033	-31%	-$444K	0.06%	306
2018 Q2	$1.42M	Sell	449,535 -54,334	-11%	-$173K	0.1%	217
2018 Q1	$1.61M	Buy	503,869 +65,938	+15%	+$215K	0.12%	193
2017 Q4	$1.45M	Buy	437,931 +81,817	+23%	+$272K	0.11%	205
2017 Q3	$1.21M	Buy	356,114 +109,916	+45%	+$370K	0.1%	228
2017 Q2	$830K	Buy	246,198 +177,080	+256%	+$589K	0.08%	276
2017 Q1	$228K	Buy	+69,118	New	+$227K	0.02%	656

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

Sigma Planning Corp's CIK Position: Q2 2026 in Review

Sigma Planning Corp increased its Credit Suisse Asset Management Income Fund (CIK) stake by 0.48% in Q2 2026, buying an estimated $385 and bringing the position to 31,587 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Sigma Planning Corp first reported a position in CIK in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.61M in Q1 2018. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

Sigma Planning Corp held 31,587 shares of Credit Suisse Asset Management Income Fund worth $78.3K as of Q2 2026.
Sigma Planning Corp bought 152 Credit Suisse Asset Management Income Fund shares in Q2 2026, an estimated $385.
Credit Suisse Asset Management Income Fund made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1387 holding.
Sigma Planning Corp first reported a position in Credit Suisse Asset Management Income Fund in Q1 2017 and has held it in 38 quarters since.
Sigma Planning Corp's Credit Suisse Asset Management Income Fund position peaked at $1.61M in Q1 2018.
53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.