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

Fortis Group Advisors’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	$30.5K	Hold	12,287	–	–	﹤0.01%	321
2026 Q1	$31.5K	Hold	12,287	–	–	0.01%	323
2025 Q4	$34.5K	Hold	12,287	–	–	0.01%	318
2025 Q3	$35.4K	Buy	12,287 +23	+0.2%	+$68	0.01%	272
2025 Q2	$36.5K	Buy	12,264 +8	+0.1%	+$23	0.01%	255
2025 Q1	$35.5K	Hold	12,256	–	–	0.01%	232
2024 Q4	$35.4K	Sell	12,256 -518	-4%	-$1.55K	0.01%	232
2024 Q3	$39.5K	Buy	+12,774	New	+$39K	0.01%	215

Other funds holding CIK

LCM

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Fortis Group Advisors's CIK Position: Q2 2026 in Review

Fortis Group Advisors held its UBS Asset Management Income Fund, Inc. (CIK) position steady in Q2 2026 at 12,287 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Fortis Group Advisors first reported a position in CIK in Q3 2024 and has held it in 8 quarters since. The position peaked at $39.5K in Q3 2024. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

Fortis Group Advisors held 12,287 shares of UBS Asset Management Income Fund, Inc. worth $30.5K as of Q2 2026.
Fortis Group Advisors left its UBS Asset Management Income Fund, Inc. share count unchanged in Q2 2026.
UBS Asset Management Income Fund, Inc. made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #321 holding.
Fortis Group Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q3 2024 and has held it in 8 quarters since.
Fortis Group Advisors's UBS Asset Management Income Fund, Inc. position peaked at $39.5K in Q3 2024.
53 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.