GIA
CIK

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
Q2 		$114K Buy
+46,127
New +$117K ﹤0.01% 874

Other funds holding CIK

LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
LPL Financial
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
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

Gladstone Institutional Advisory's CIK Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in UBS Asset Management Income Fund, Inc. (CIK) in Q2 2026: 46,127 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings.

52 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Gladstone Institutional Advisory held 46,127 shares of UBS Asset Management Income Fund, Inc. worth $114K as of Q2 2026.
  • UBS Asset Management Income Fund, Inc. was a new Gladstone Institutional Advisory position in Q2 2026.
  • UBS Asset Management Income Fund, Inc. made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #874 holding.
  • 52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.