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Regan Floating Rate Mbs shares owned by WESPAC Advisors

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 80k 25.63
2024-06-30 $1.9M 74k 25.34
2024-03-31 $1.9M 77k 25.28

More positions owned by WESPAC Advisors

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Growth Etf (VUG)
Eli Lilly & Co. (LLY)
Qualcomm (QCOM)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for WESPAC 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