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Regan Floating Rate Mbs shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Regan Floating Rate Mbs shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

All positions including Regan Floating Rate Mbs held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regan Floating Rate Mbs by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 165k 25.28

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Mortge Rel Etf (REM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Philip Morris International (PM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)
Valued Advisers Tr Regan Fltg Rate
Fiserv (FI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for VisionPoint Advisory Group

Top funds holding Regan Floating Rate Mbs

Castleview Partners
VisionPoint Advisory Group
Sterneck Capital Management
WESPAC Advisors
Auour Investments
Jane Street
Kingswood Wealth Advisors
Susquehanna International
Arete Wealth Advisors
Acorn Wealth Advisors
Cherry Creek Investment Advisors
Townsquare Capital
Stegent Equity Advisors
UBS Group

View all funds holding Regan Floating Rate Mbs