D.A. Davidson & Co’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

D.A. Davidson & Co’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 Q3	$23.4K	Buy	+10,000	New	+$24.3K	﹤0.01%	1594

Other funds holding CIK

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

D.A. Davidson & Co's CIK Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in UBS Asset Management Income Fund, Inc. (CIK) in Q3 2026: 10,000 shares worth $23.4K. The stake represents ﹤0.01% of the portfolio and ranks #1594 among its holdings.

12 funds tracked by Wall St. Rank hold CIK as of Q3 2026.

D.A. Davidson & Co held 10,000 shares of UBS Asset Management Income Fund, Inc. worth $23.4K as of Q3 2026.
UBS Asset Management Income Fund, Inc. was a new D.A. Davidson & Co position in Q3 2026.
UBS Asset Management Income Fund, Inc. made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1594 holding.
12 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.