Gladstone Institutional Advisory’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Gladstone Institutional Advisory’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	$110K	Buy	46,864 +737	+2%	+$1.79K	﹤0.01%	969
2026 Q2	$114K	Buy	+46,127	New	+$117K	﹤0.01%	874

Other funds holding CIK

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's CIK Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its UBS Asset Management Income Fund, Inc. (CIK) stake by 1.6% in Q3 2026, buying an estimated $1.79K and bringing the position to 46,864 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Gladstone Institutional Advisory first reported a position in CIK in Q2 2026 and has held it in 2 quarters since. The position peaked at $114K in Q2 2026. 42 funds tracked by Wall St. Rank hold CIK as of Q3 2026.

Gladstone Institutional Advisory held 46,864 shares of UBS Asset Management Income Fund, Inc. worth $110K as of Q3 2026.
Gladstone Institutional Advisory bought 737 UBS Asset Management Income Fund, Inc. shares in Q3 2026, an estimated $1.79K.
UBS Asset Management Income Fund, Inc. made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #969 holding.
Gladstone Institutional Advisory first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2026 and has held it in 2 quarters since.
Gladstone Institutional Advisory's UBS Asset Management Income Fund, Inc. position peaked at $114K in Q2 2026.
42 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.