Dynamic Advisor Solutions LLC
Position in CIK — Credit Suisse Asset Management Income Fund, Inc.
CIK 1599747
PHOENIX, AZ
Position in CIK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$182,222
+$9,717 QoQ
Shares Held
73,477
+9.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 2 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CIK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $40,498,272 across 42 Asset Management names. CIK ranks #36 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,498 | $6,248,216 | |
| 2 | ARES |
Ares Management Corp
|
53,717 | $5,979,239 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
382,350 | $4,599,670 | |
| 4 | BHK |
Blackrock Core Bond Trust
|
479,508 | $4,397,088 | |
| 5 | NTRS |
Northern Trust Corp
|
13,867 | $2,410,639 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
66,356 | $1,236,875 | |
| 7 | GOF |
Guggenheim Strategic Opportunities Fund
|
108,583 | $1,185,726 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
90,672 | $1,179,642 |
All Filings in CIK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,222 | 73,477 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $172,505 | 67,385 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $180,667 | 63,840 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $176,037 | 60,081 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $175,282 | 59,217 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $182,195 | 62,826 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $157,473 | 54,489 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $140,097 | 45,339 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $135,509 | 45,626 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $146,974 | 49,822 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $159,019 | 50,805 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $130,297 | 50,308 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $126,390 | 42,990 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $109,667 | 42,672 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $94,560 | 37,524 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $103,580 | 39,087 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $101,400 | 37,143 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $110,849 | 36,344 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $110,809 | 32,306 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $106,799 | 30,778 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $106,032 | 30,123 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $89,735 | 26,549 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $78,022 | 24,769 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $68,593 | 23,331 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $79,270 | 29,251 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $136,827 | 57,250 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||