Steward Partners Investment Advisory’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Steward Partners Investment 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
2025 Q2	–	Sell	-1,500	Closed	-$4.35K	–	4144
2025 Q1	$4.35K	Hold	1,500	–	–	﹤0.01%	3415
2024 Q4	$4.33K	Buy	1,500 +500	+50%	+$1.49K	﹤0.01%	3408
2024 Q3	$3.09K	Hold	1,000	–	–	﹤0.01%	3330
2024 Q2	$2.97K	Hold	1,000	–	–	﹤0.01%	3192
2024 Q1	$2.95K	Hold	1,000	–	–	﹤0.01%	3201
2023 Q4	$3.13K	Hold	1,000	–	–	﹤0.01%	3112
2023 Q3	$2.59K	Buy	+1,000	New	+$2.86K	﹤0.01%	3030

Other funds holding CIK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Steward Partners Investment Advisory's CIK Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Credit Suisse Asset Management Income Fund (CIK) in Q2 2025, closing a stake of 1,500 shares — an estimated $4.35K sold.

Steward Partners Investment Advisory first reported a position in CIK in Q3 2023 and held it in 7 quarters. The position peaked at $4.35K in Q1 2025. 48 funds tracked by Wall St. Rank hold CIK as of Q2 2025.

Steward Partners Investment Advisory reported no remaining Credit Suisse Asset Management Income Fund position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,500 Credit Suisse Asset Management Income Fund shares in Q2 2025, an estimated $4.35K.
Steward Partners Investment Advisory first reported a position in Credit Suisse Asset Management Income Fund in Q3 2023 and held it in 7 quarters.
Steward Partners Investment Advisory's Credit Suisse Asset Management Income Fund position peaked at $4.35K in Q1 2025.
48 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.