U.S. Capital Wealth Advisors’s MSC Income Fund Inc MSIF Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$1.34M	Sell	109,672 -787	-0.7%	-$10.2K	0.03%	434
2025 Q4	$1.45M	Buy	110,459 +120	+0.1%	+$1.59K	0.04%	407
2025 Q3	$1.45M	Buy	110,339 +3,345	+3%	+$49.8K	0.04%	400
2025 Q2	$1.76M	Buy	106,994 +18,094	+20%	+$288K	0.05%	323
2025 Q1	$1.46M	Buy	+88,900	New	+$1.5M	0.04%	349

Other funds holding MSIF

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

U.S. Capital Wealth Advisors's MSIF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its MSC Income Fund Inc (MSIF) stake by 0.71% in Q1 2026, selling an estimated $10.2K and leaving 109,672 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #434.

U.S. Capital Wealth Advisors first reported a position in MSIF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.76M in Q2 2025. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

U.S. Capital Wealth Advisors held 109,672 shares of MSC Income Fund Inc worth $1.34M as of Q1 2026.
U.S. Capital Wealth Advisors sold 787 MSC Income Fund Inc shares in Q1 2026, an estimated $10.2K.
MSC Income Fund Inc made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #434 holding.
U.S. Capital Wealth Advisors first reported a position in MSC Income Fund Inc in Q1 2025 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's MSC Income Fund Inc position peaked at $1.76M in Q2 2025.
159 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.