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Msc Income Fund shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Msc Income Fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 2.1k 13.13
2025-06-30 $22k 1.3k 16.43
2025-03-31 $22k 1.3k 16.47

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth 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