Cetera Investment Advisers’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Cetera Investment Advisers’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	–	Sell	-19,969	Closed	-$57.9K	–	4111
2025 Q1	$57.9K	Buy	+19,969	New	+$58.6K	﹤0.01%	3843
2021 Q3	–	Sell	-28,000	Closed	-$99K	–	1804
2021 Q2	$99K	Sell	28,000 -1,631	-6%	-$5.68K	﹤0.01%	1726
2021 Q1	$100K	Sell	29,631 -401	-1%	-$1.31K	﹤0.01%	1554
2020 Q4	$95K	Buy	+30,032	New	+$92.7K	﹤0.01%	1523

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

Cetera Investment Advisers's CIK Position: Q2 2025 in Review

Cetera Investment Advisers sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q2 2025, closing a stake of 19,969 shares — an estimated $57.9K sold.

Cetera Investment Advisers first reported a position in CIK in Q4 2020 and held it in 4 quarters. The position peaked at $100K in Q1 2021. 48 funds tracked by Wall St. Rank hold CIK as of Q2 2025.

Cetera Investment Advisers reported no remaining UBS Asset Management Income Fund, Inc. position as of Q2 2025 after selling out during the quarter.
Cetera Investment Advisers sold 19,969 UBS Asset Management Income Fund, Inc. shares in Q2 2025, an estimated $57.9K.
Cetera Investment Advisers first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2020 and held it in 4 quarters.
Cetera Investment Advisers's UBS Asset Management Income Fund, Inc. position peaked at $100K in Q1 2021.
48 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.