Future Financial Wealth Managment LLC
Position in MCI — Barings Corporate Investors
CIK 1801892
CINCINNATI, OH
Position in MCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$779,137
-$31,505 QoQ
Shares Held
44,370
-5.6% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#20
of 66 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Future Financial Wealth Managment LLC holds $8,820,788 across 23 Asset Management names. MCI ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
46,770 | $949,431 | |
| 2 | UTG |
Reaves Utility Income Fund
|
22,635 | $921,697 | |
| 3 | MCI |
Barings Corporate Investors
This page
|
44,370 | $779,137 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
14,000 | $709,940 | |
| 5 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
13,710 | $686,871 | |
| 6 | PHK |
Pimco High Income Fund
|
113,392 | $528,406 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
28,175 | $444,319 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
23,995 | $400,716 |
All Filings in MCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,137 | 44,370 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $810,642 | 47,021 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $850,000 | 46,832 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,000,548 | 48,196 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,040,654 | 48,045 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,122,424 | 47,885 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,010,888 | 49,602 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $988,906 | 49,619 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $908,749 | 48,805 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $784,878 | 45,659 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $879,442 | 47,718 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $695,159 | 43,611 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $636,349 | 42,708 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $594,413 | 42,008 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $587,688 | 42,098 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $718,996 | 55,521 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $718,346 | 53,568 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $815,840 | 53,568 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $844,846 | 52,869 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $794,122 | 51,069 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $776,248 | 51,069 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $649,082 | 46,596 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $573,659 | 43,525 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||