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MFS Charter Income Trust shares owned by Ethos Financial Group

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $141k 22k 6.42
2025-06-30 $156k 25k 6.36
2025-03-31 $154k 25k 6.27

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Top funds holding MFS Charter Income Trust

Morgan Stanley
Sit Investment Associates
Allspring Global Investments Holdings
Invesco
GraniteShares Advisors
Pathstone Holdings
Shaker Financial Services
Commonwealth Equity Services
Stifel Financial
Wells Fargo & Company
LPL Financial
UBS Group
Cambridge Investment Research Advisors
Goss Wealth Management
Raymond James Financial

View all funds holding MFS Charter Income Trust