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Msc Income Fund shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 1.3k 13.14
2025-09-30 $46k 3.5k 13.13

More positions owned by Financial Gravity Wealth

Ishares Interntinl Aggrgt Bnd Etf Uit Exchange Traded (IAGG)
Xtrackers Usd High Yieldcor Bnd Etf Uit Exchange Traded (HYLB)
Ishares High Yield Corporat Bond Etf Uit Exchange Traded (SHYG)
Wisdomtree Us Largecap Etf Uit Exchange Traded (EPS)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Dbx Xtrckr Lw Bta Hg Yldbnd Etf Uit Exchange Traded (HYDW)
St Srt Spdr Prtfl Intdt Trm C Etf Iv Uit Exchange Traded (SPIB)
St Stret Spdr Prtfl S&p 600 S C Etf Uit Exchange Traded (SPSM)
St Stret Spdr Prtfl S&p 400 M Etf Iv Uit Exchange Traded (SPMD)
St Strt Spdr Prtl S&p 500 Grw Etf Iv Uit Exchange Traded (SPYG)
Vanguard Emerging Markt Govt Bnd Etf Uit Exchange Traded (VWOB)
Spdr Index Shares Emerg Markt Etf Uit Exchange Traded (SPEM)
St Strt Spdr Prtl S&p 500 Hg Etf Uit Exchange Traded (SPYD)
State Stret Spdr Prtfl Crprt Etf Iv Uit Exchange Traded (SPBO)
Tesla Common Stock (TSLA)

View all positions for Financial Gravity Wealth

Top funds holding Msc Income Fund

Ares Management
Franklin Resources
Marshall Wace
BlackRock
LPL Financial
Jane Street
Alpine Partners VI
Cambridge Investment Research Advisors
J.w. Cole Advisors
Cetera Investment Advisers
Millennium Management
Legacy Wealth Managment
Sigma Planning
Centaurus Financial
U.S. Capital Wealth Advisors

View all funds holding Msc Income Fund