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Msc Income Fund shares owned by Soltis Investment Advisors

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

Historical chart of Soltis Investment Advisors investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Msc Income Fund held by Soltis 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 Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $143k 12k 12.18

More positions owned by Soltis Investment Advisors

Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Call Option (NVDA)
Apple Put Option (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)
Amazon Put Option (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Meta Platforms Cl A Call Option (META)
Tesla Motors (TSLA)
Chevron Corporation (CVX)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)

View all positions for Soltis Investment Advisors

Top funds holding Msc Income Fund

Sanders Morris Harris
Two Sigma Investments
Ares Management
UBS Group
Franklin Resources
LPL Financial
North Ground Capital
Marshall Wace
Cetera Investment Advisers
Cambridge Investment Research Advisors
Centaurus Financial
Sigma Planning
Alpine Partners VI
BlackRock
FJ Capital Management

View all funds holding Msc Income Fund