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Msc Income Fund shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Msc Income Fund

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All positions including Msc Income Fund held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $102k 8.4k 12.18

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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