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Regan Floating Rate Mbs shares owned by Opal Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Regan Floating Rate Mbs held by Opal 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $63k 2.5k 25.51
2025-06-30 $95k 3.7k 25.52
2025-03-31 $41k 1.6k 25.46

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View all positions for Opal Wealth Advisors

Top funds holding Regan Floating Rate Mbs

Castleview Partners
VisionPoint Advisory Group
Creative Financial Designs
Auour Investments
Biltmore Family Office
CWC Advisors
Sterneck Capital Management
State of New Jersey Common Pension Fund D
United Asset Strategies
Exchange Traded Concepts
Apollon Wealth Management
WealthPlan Investment Management
Camarda Wealth Advisory
Acorn Wealth Advisors
Armis Advisers

View all funds holding Regan Floating Rate Mbs