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Msc Income Fund shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 89k 13.13

More positions owned by J.w. Cole Advisors

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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Msc Income Fund

Sanders Morris Harris
Ares Management
BlackRock
Franklin Resources
Marshall Wace
LPL Financial
Legacy Wealth Managment
Millennium Management
Cambridge Investment Research Advisors
U.S. Capital Wealth Advisors
Cetera Investment Advisers
J.w. Cole Advisors
Diversify Advisory Services
Advisor Group Holdings
Sigma Planning

View all funds holding Msc Income Fund