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Msc Income Fund shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $133k 10k 13.14
2025-09-30 $156k 12k 13.13

More positions owned by Foundations Investment Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Ishares Semicdtr (SOXX)
Two Rds Shared Tr Anfield Enhanced (AEMS)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Foundations Investment Advisors

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