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

Tactive 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
2025
Q3 		– Sell
-12,575
Closed -$37.2K – 253
2025
Q2 		$37.2K Buy
+12,575
New +$35.6K 0.01% 226

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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Tactive Advisors's CIK Position: Q3 2025 in Review

Tactive Advisors sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q3 2025, closing a stake of 12,575 shares — an estimated $37.2K sold.

Tactive Advisors first reported a position in CIK in Q2 2025 and held it in 1 quarter. The position peaked at $37.2K in Q2 2025. 48 funds tracked by Wall St. Rank hold CIK as of Q3 2025.

  • Tactive Advisors reported no remaining UBS Asset Management Income Fund, Inc. position as of Q3 2025 after selling out during the quarter.
  • Tactive Advisors sold 12,575 UBS Asset Management Income Fund, Inc. shares in Q3 2025, an estimated $37.2K.
  • Tactive Advisors first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2025 and held it in 1 quarter.
  • Tactive Advisors's UBS Asset Management Income Fund, Inc. position peaked at $37.2K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2025.

Based on Tactive Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.