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Regan Floating Rate Mbs shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Regan Floating Rate Mbs

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All positions including Regan Floating Rate Mbs held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regan Floating Rate Mbs by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $883k 35k 25.63
2024-06-30 $874k 35k 25.34
2024-03-31 $752k 30k 25.28

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Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

Top funds holding Regan Floating Rate Mbs

Castleview Partners
HBW Advisory Services
VisionPoint Advisory Group
WealthPlan Investment Management
Orion Portfolio Solutions
Access Financial Services
Biltmore Family Office
Sterneck Capital Management
Feltz Wealth PLAN
AlphaMark Advisors
Camarda Wealth Advisory
Apollon Wealth Management
Auour Investments
Goldman Sachs Group
WESPAC Advisors

View all funds holding Regan Floating Rate Mbs