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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$132K Buy
+53,382
New +$135K ﹤0.01% 1207
2025
Q2
– Sell
-27,186
Closed -$78.8K – 2759
2025
Q1
$78.8K Sell
27,186
-11,145
-29% -$32.7K ﹤0.01% 1049
2024
Q4
$111K Buy
38,331
+13,209
+53% +$39.5K ﹤0.01% 999
2024
Q3
$77.6K Buy
+25,122
New +$76.6K ﹤0.01% 1094

Other funds holding CIK

Clearstead Advisors's CIK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in UBS Asset Management Income Fund, Inc. (CIK) in Q2 2026: 53,382 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CIK as recently as Q1 2025.

Clearstead Advisors first reported a position in CIK in Q3 2024 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Clearstead Advisors held 53,382 shares of UBS Asset Management Income Fund, Inc. worth $132K as of Q2 2026.
  • UBS Asset Management Income Fund, Inc. was a new Clearstead Advisors position in Q2 2026.
  • UBS Asset Management Income Fund, Inc. made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1207 holding.
  • Clearstead Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q3 2024 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.