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

Atria Wealth Solutions’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 Q2	$35.2K	Sell	11,900 -37,650	-76%	-$107K	﹤0.01%	1454
2025 Q1	$144K	Buy	49,550 +26,819	+118%	+$78.6K	﹤0.01%	1770
2024 Q4	$65.7K	Buy	22,731 +8,831	+64%	+$26.4K	﹤0.01%	1925
2024 Q3	$43K	Hold	13,900	–	–	﹤0.01%	1894
2024 Q2	$41.3K	Hold	13,900	–	–	﹤0.01%	1896
2024 Q1	$41K	Hold	13,900	–	–	﹤0.01%	1929
2023 Q4	$43.5K	Hold	13,900	–	–	﹤0.01%	1886
2023 Q3	$36K	Hold	13,900	–	–	﹤0.01%	1831
2023 Q2	$40.9K	Sell	13,900 -9,857	-41%	-$27.2K	﹤0.01%	1823
2023 Q1	$61.1K	Hold	23,757	–	–	﹤0.01%	1793
2022 Q4	$59.9K	Hold	23,757	–	–	﹤0.01%	1731
2022 Q3	$63K	Hold	23,757	–	–	﹤0.01%	1680
2022 Q2	$65K	Hold	23,757	–	–	﹤0.01%	1567
2022 Q1	$73K	Buy	+23,757	New	+$75.9K	﹤0.01%	1686

Other funds holding CIK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Wealth Solutions's CIK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its UBS Asset Management Income Fund, Inc. (CIK) stake by 76% in Q2 2025, selling an estimated $107K and leaving 11,900 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Atria Wealth Solutions first reported a position in CIK in Q1 2022 and has held it in 14 quarters since. The position peaked at $144K in Q1 2025. 48 funds tracked by Wall St. Rank hold CIK as of Q2 2025.

Atria Wealth Solutions held 11,900 shares of UBS Asset Management Income Fund, Inc. worth $35.2K as of Q2 2025.
Atria Wealth Solutions sold 37,650 UBS Asset Management Income Fund, Inc. shares in Q2 2025, an estimated $107K.
UBS Asset Management Income Fund, Inc. made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1454 holding.
Atria Wealth Solutions first reported a position in UBS Asset Management Income Fund, Inc. in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's UBS Asset Management Income Fund, Inc. position peaked at $144K in Q1 2025.
48 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.