Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
CIK holding history
Credit Suisse Asset Management Income Fund, Inc. in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CIK overviewAll 13F holders of CIKFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −15,755−100.0% | Sold out | Holders |
| Q2 2025 | 15,755 | $46.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 15,755 | $45.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 15,755 | $45.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 15,755 | $48.7K | <0.1% | −120−0.8% | Reduced | Holders |
| Q2 2024 | 15,875 | $47.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 15,875 | $46.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 15,875 | $49.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 15,875 | $41.1K | <0.1% | +500+3.3% | Added | Holders |
| Q2 2023 | 15,375 | $45.2K | <0.1% | +2,500+19.4% | Added | Holders |
| Q1 2023 | 12,875 | $33.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 12,875 | $32.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 12,875 | $34.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 12,875 | $35.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 12,875 | $39.0K | <0.1% | +2,875+28.7% | Added | Holders |
| Q4 2021 | 10,000 | $34.0K | <0.1% | +10,000 | New | Holders |