AFG
CIK

Atomi Financial Group’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Atomi Financial Group’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 		$53K Buy
21,369
+3,125
+17% +$7.91K ﹤0.01% 1250
2026
Q1 		$46.7K Buy
18,244
+3,123
+21% +$8.52K ﹤0.01% 1201
2025
Q4 		$42.8K Buy
+15,121
New +$43.1K ﹤0.01% 1200

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

Atomi Financial Group's CIK Position: Q2 2026 in Review

Atomi Financial Group increased its UBS Asset Management Income Fund, Inc. (CIK) stake by 17% in Q2 2026, buying an estimated $7.91K and bringing the position to 21,369 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Atomi Financial Group first reported a position in CIK in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Atomi Financial Group held 21,369 shares of UBS Asset Management Income Fund, Inc. worth $53K as of Q2 2026.
  • Atomi Financial Group bought 3,125 UBS Asset Management Income Fund, Inc. shares in Q2 2026, an estimated $7.91K.
  • UBS Asset Management Income Fund, Inc. made up ﹤0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1250 holding.
  • Atomi Financial Group first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.