Activest Wealth Management’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Activest 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
2026 Q2	–	Sell	-1,500	Closed	-$3.84K	–	1371
2026 Q1	$3.84K	Buy	+1,500	New	+$4.09K	﹤0.01%	863
2025 Q4	–	Sell	-1,500	Closed	-$4.39K	–	1164
2025 Q3	$4.39K	Sell	1,500 -4,600	-75%	-$13.7K	﹤0.01%	666
2025 Q2	$18.1K	Hold	6,100	–	–	﹤0.01%	341
2025 Q1	$17.7K	Hold	6,100	–	–	﹤0.01%	308
2024 Q4	$17.6K	Hold	6,100	–	–	﹤0.01%	260
2024 Q3	$18.8K	Buy	6,100 +1,500	+33%	+$4.58K	0.01%	255
2024 Q2	$13.7K	Buy	+4,600	New	+$13.5K	﹤0.01%	276

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 40.89% 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

Activest Wealth Management's CIK Position: Q2 2026 in Review

Activest Wealth Management sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q2 2026, closing a stake of 1,500 shares — an estimated $3.84K sold.

Activest Wealth Management first reported a position in CIK in Q2 2024 and held it in 7 quarters. The position peaked at $18.8K in Q3 2024. 52 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

Activest Wealth Management reported no remaining UBS Asset Management Income Fund, Inc. position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 1,500 UBS Asset Management Income Fund, Inc. shares in Q2 2026, an estimated $3.84K.
Activest Wealth Management first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2024 and held it in 7 quarters.
Activest Wealth Management's UBS Asset Management Income Fund, Inc. position peaked at $18.8K in Q3 2024.
52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.