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Msc Income Fund shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Msc Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Msc Income Fund by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $49k 4.0k 12.18

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

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