SIS
MSIF

Sound Income Strategies’s MSC Income Fund Inc MSIF Stock Holding History

Sound Income Strategies’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 		– Sell
-6,282
Closed -$76.7K – 2535
2026
Q1 		$76.7K Buy
6,282
+2,350
+60% +$30.4K ﹤0.01% 685
2025
Q4 		$51.4K Buy
+3,932
New +$52.2K ﹤0.01% 783

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Sound Income Strategies's MSIF Position: Q2 2026 in Review

Sound Income Strategies sold out of MSC Income Fund Inc (MSIF) in Q2 2026, closing a stake of 6,282 shares — an estimated $76.7K sold.

Sound Income Strategies first reported a position in MSIF in Q4 2025 and held it in 2 quarters. The position peaked at $76.7K in Q1 2026. 130 funds tracked by Wall St. Rank hold MSIF as of Q2 2026.

  • Sound Income Strategies reported no remaining MSC Income Fund Inc position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 6,282 MSC Income Fund Inc shares in Q2 2026, an estimated $76.7K.
  • Sound Income Strategies first reported a position in MSC Income Fund Inc in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's MSC Income Fund Inc position peaked at $76.7K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.