Cetera Investment Advisers
MSIF

Cetera Investment Advisers’s MSC Income Fund Inc MSIF Stock Holding History

Cetera Investment Advisers’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99M Sell
258,741
-52,816
-17% -$646K ﹤0.01% 2047
2026
Q1 		$3.79M Buy
311,557
+144,882
+87% +$1.87M ﹤0.01% 1710
2025
Q4 		$2.19M Buy
166,675
+61,615
+59% +$818K ﹤0.01% 2131
2025
Q3 		$1.38M Buy
+105,060
New +$1.56M ﹤0.01% 2501

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers's MSIF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its MSC Income Fund Inc (MSIF) stake by 17% in Q2 2026, selling an estimated $646K and leaving 258,741 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Cetera Investment Advisers first reported a position in MSIF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.79M in Q1 2026. 166 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Cetera Investment Advisers held 258,741 shares of MSC Income Fund Inc worth $2.99M as of Q2 2026.
  • Cetera Investment Advisers sold 52,816 MSC Income Fund Inc shares in Q2 2026, an estimated $646K.
  • MSC Income Fund Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2047 holding.
  • Cetera Investment Advisers first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's MSC Income Fund Inc position peaked at $3.79M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.