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Western Ast Clymr Infl Lkd Sc & Incm shares owned by UBS Group

Quarter-by-quarter ownership of Western Ast Clymr Infl Lkd Sc & Incm (WIA) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Western Ast Clymr Infl Lkd Sc & Incm

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All positions including Western Ast Clymr Infl Lkd Sc & Incm held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Ast Clymr Infl Lkd Sc & Incm by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $602k 72k 8.42
2025-06-30 $629k 75k 8.40
2025-03-31 $622k 75k 8.35
2024-12-31 $591k 74k 8.00
2024-09-30 $641k 75k 8.55
2024-06-30 $613k 77k 8.01
2024-03-31 $492k 61k 8.14
2023-12-31 $344k 42k 8.12
2023-09-30 $358k 46k 7.82
2023-06-30 $446k 54k 8.26
2023-03-31 $465k 54k 8.65
2022-12-31 $408k 47k 8.61
2022-09-30 $456k 51k 9.00
2022-06-30 $562k 58k 9.77
2022-03-31 $895k 78k 11.52
2021-12-31 $1.4M 107k 13.25
2021-09-30 $1.5M 108k 13.78
2021-06-30 $1.6M 112k 13.95
2021-03-31 $851k 67k 12.78
2020-12-31 $788k 62k 12.69
2020-09-30 $831k 68k 12.18
2020-06-30 $647k 55k 11.78
2020-03-31 $282k 27k 10.52
2019-12-31 $359k 30k 12.15
2019-09-30 $230k 20k 11.61
2019-06-30 $303k 26k 11.65
2019-03-31 $361k 32k 11.20
2018-12-31 $489k 46k 10.61
2018-09-30 $2.7M 242k 11.30
2018-06-30 $2.7M 240k 11.36
2018-03-31 $2.7M 235k 11.53
2017-12-31 $0 231k 0.00
2017-09-30 $2.8M 243k 11.55
2017-06-30 $2.5M 219k 11.30
2017-03-31 $2.3M 203k 11.51
2016-12-31 $2.2M 189k 11.48
2016-09-30 $2.1M 184k 11.45
2016-06-30 $1.4M 125k 11.48
2016-03-31 $1.1M 94k 11.39
2015-12-31 $583k 55k 10.58
2015-09-30 $560k 53k 10.64
2015-03-31 $1.2M 104k 11.53

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Top funds holding Western Ast Clymr Infl Lkd Sc & Incm

Karpus Investment Management
Guggenheim Capital, LLC Managers
Baird Financial
Fiera Capital Corporation
Integrated Wealth Concepts
RHS Financial
Stifel Financial
Morgan Stanley
Roberts Glore & Co
Wakefield Asset Management L
Wells Fargo & Company
Oakmont Partners
Almitas Capital
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View all funds holding Western Ast Clymr Infl Lkd Sc & Incm