AFA
CIK

American Financial Advisors’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

American Financial Advisors’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 		$28.3K Hold
11,425
– – ﹤0.01% 169
2026
Q1 		$29.2K Hold
11,425
– – ﹤0.01% 159
2025
Q4 		$32.3K Hold
11,425
– – ﹤0.01% 160
2025
Q3 		$33.5K Hold
11,425
– – ﹤0.01% 157
2025
Q2 		$33.8K Hold
11,425
– – ﹤0.01% 160
2025
Q1 		$33.1K Hold
11,425
– – ﹤0.01% 146
2024
Q4 		$33K Hold
11,425
– – ﹤0.01% 149
2024
Q3 		$35.3K Hold
11,425
– – ﹤0.01% 145
2024
Q2 		$33.9K Hold
11,425
– – ﹤0.01% 144
2024
Q1 		$33.7K Hold
11,425
– – ﹤0.01% 150
2023
Q4 		$35.8K Hold
11,425
– – 0.01% 144
2023
Q3 		$29.6K Hold
11,425
– – ﹤0.01% 134
2023
Q2 		$33.6K Hold
11,425
– – 0.01% 135
2023
Q1 		$29.4K Hold
11,425
– – ﹤0.01% 129
2022
Q4 		$28.8K Hold
11,425
– – ﹤0.01% 125
2022
Q3 		$30K Buy
+11,425
New +$32.5K 0.01% 120
2022
Q2 		– Sell
-18,104
Closed -$55K – 86
2022
Q1 		$55K Buy
18,104
+2,282
+14% +$7.29K 0.01% 130
2021
Q4 		$54K Buy
15,822
+127
+0.8% +$438 0.01% 135
2021
Q3 		$54K Buy
15,695
+4,407
+39% +$15.3K 0.01% 132
2021
Q2 		$40K Buy
11,288
+120
+1% +$418 0.01% 134
2021
Q1 		$38K Buy
11,168
+125
+1% +$409 0.01% 128
2020
Q4 		$35K Buy
11,043
+129
+1% +$398 0.01% 122
2020
Q3 		$32K Sell
10,914
-908
-8% -$2.57K 0.01% 108
2020
Q2 		$32K Buy
11,822
+1,144
+11% +$2.94K 0.01% 107
2020
Q1 		$25K Buy
10,678
+184
+2% +$562 ﹤0.01% 96
2019
Q4 		$33K Buy
10,494
+113
+1% +$360 0.01% 94
2019
Q3 		$33K Buy
10,381
+115
+1% +$362 0.01% 91
2019
Q2 		$31K Buy
10,266
+112
+1% +$347 0.01% 94
2019
Q1 		$31K Buy
10,154
+114
+1% +$342 0.01% 98
2018
Q4 		$28K Buy
+10,040
New +$29.8K 0.01% 88

Other funds holding CIK

LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
LPL Financial
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
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

American Financial Advisors's CIK Position: Q2 2026 in Review

American Financial Advisors held its UBS Asset Management Income Fund, Inc. (CIK) position steady in Q2 2026 at 11,425 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

American Financial Advisors first reported a position in CIK in Q4 2018 and has held it in 30 quarters since. The position peaked at $55K in Q1 2022. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • American Financial Advisors held 11,425 shares of UBS Asset Management Income Fund, Inc. worth $28.3K as of Q2 2026.
  • American Financial Advisors left its UBS Asset Management Income Fund, Inc. share count unchanged in Q2 2026.
  • UBS Asset Management Income Fund, Inc. made up ﹤0.01% of American Financial Advisors's portfolio in Q2 2026, its #169 holding.
  • American Financial Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2018 and has held it in 30 quarters since.
  • American Financial Advisors's UBS Asset Management Income Fund, Inc. position peaked at $55K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.