XWM
CIK

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

Xcel Wealth Management’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
Q3 		– Sell
-15,755
Closed -$46.6K – 140
2025
Q2 		$46.6K Hold
15,755
– – 0.01% 129
2025
Q1 		$45.7K Hold
15,755
– – 0.01% 129
2024
Q4 		$45.5K Hold
15,755
– – 0.01% 126
2024
Q3 		$48.7K Sell
15,755
-120
-0.8% -$366 0.01% 126
2024
Q2 		$47.1K Hold
15,875
– – 0.01% 123
2024
Q1 		$46.8K Hold
15,875
– – 0.01% 127
2023
Q4 		$49.7K Hold
15,875
– – 0.02% 115
2023
Q3 		$41.1K Buy
15,875
+500
+3% +$1.43K 0.02% 106
2023
Q2 		$45.2K Buy
15,375
+2,500
+19% +$6.9K 0.01% 135
2023
Q1 		$33.1K Hold
12,875
– – 0.01% 130
2022
Q4 		$32.4K Hold
12,875
– – 0.01% 129
2022
Q3 		$34K Hold
12,875
– – 0.01% 119
2022
Q2 		$35K Hold
12,875
– – 0.01% 121
2022
Q1 		$39K Buy
12,875
+2,875
+29% +$9.18K 0.01% 137
2021
Q4 		$34K Buy
+10,000
New +$34.5K 0.01% 142

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return