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Msc Income Fund shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Msc Income Fund by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $281k 21k 13.14
2025-09-30 $156k 12k 13.13

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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