Level Four Advisory Services’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Level Four Advisory Services’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
2022 Q1	–	Sell	-10,226	Closed	-$35K	–	657
2021 Q4	$35K	Buy	+10,226	New	+$35.2K	﹤0.01%	637

Other funds holding CIK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Level Four Advisory Services's CIK Position: Q1 2022 in Review

Level Four Advisory Services sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q1 2022, closing a stake of 10,226 shares — an estimated $35K sold.

Level Four Advisory Services first reported a position in CIK in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 46 funds tracked by Wall St. Rank hold CIK as of Q1 2022.

Level Four Advisory Services reported no remaining UBS Asset Management Income Fund, Inc. position as of Q1 2022 after selling out during the quarter.
Level Four Advisory Services sold 10,226 UBS Asset Management Income Fund, Inc. shares in Q1 2022, an estimated $35K.
Level Four Advisory Services first reported a position in UBS Asset Management Income Fund, Inc. in Q4 2021 and held it in 1 quarter.
Level Four Advisory Services's UBS Asset Management Income Fund, Inc. position peaked at $35K in Q4 2021.
46 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q1 2022.

Based on Level Four Advisory Services's 13F filing for Q1 2022, filed 10 May 2022.