AAS
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Ameritas Advisory Services’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-4,728
Closed -$13.9K – 1129
2025
Q3 		$13.9K Buy
4,728
+106
+2% +$315 ﹤0.01% 1558
2025
Q2 		$13.7K Buy
+4,622
New +$13.1K ﹤0.01% 1893

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Ameritas Advisory Services's CIK Position: Q4 2025 in Review

Ameritas Advisory Services sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q4 2025, closing a stake of 4,728 shares — an estimated $13.9K sold.

Ameritas Advisory Services first reported a position in CIK in Q2 2025 and held it in 2 quarters. The position peaked at $13.9K in Q3 2025. 47 funds tracked by Wall St. Rank hold CIK as of Q4 2025.

  • Ameritas Advisory Services reported no remaining UBS Asset Management Income Fund, Inc. position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 4,728 UBS Asset Management Income Fund, Inc. shares in Q4 2025, an estimated $13.9K.
  • Ameritas Advisory Services first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's UBS Asset Management Income Fund, Inc. position peaked at $13.9K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.