ARMSTRONG ADVISORY GROUP, INC

Position in MCR — Mfs Charter Income Trust

CIK 1932952 NEEDHAM, MA

Position in MCR

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

+$0 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ARMSTRONG ADVISORY GROUP, INC holds $2,545,735 across 41 Asset Management names.

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	17,591	$530,720
2	BX	Blackstone Inc.	3,317	$390,311
3	BLK	BlackRock, Inc.	358	$344,238
4	APO	Apollo Global Management, Inc.	1,304	$154,276
5	HTGC	Hercules Capital, Inc.	7,916	$124,835
6	AMP	Ameriprise Financial Inc	231	$105,973
7	ARCC	Ares Capital Corp	5,691	$105,454
8	RCS	Pimco Strategic Income Fund, Inc.	15,231	$83,008

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	—	500	0.0%	Shares	Sole	2026-04-10
2025-12-31	—	500	0.0%	Shares	Sole	2026-01-08
2025-09-30	—	500	0.0%	Shares	Sole	2025-10-08
2025-06-30	—	500	0.0%	Shares	Sole	2025-07-14
2025-03-31	—	500	0.0%	Shares	Sole	2025-04-10
2024-12-31	—	500	0.0%	Shares	Sole	2025-01-14
2024-09-30	—	500	0.0%	Shares	Sole	2024-10-11
2024-06-30	—	500	0.0%	Shares	Sole	2024-07-12
2024-03-31	—	500	0.0%	Shares	Sole	2024-04-12
2023-12-31	—	500	0.0%	Shares	Sole	2024-01-17
2023-09-30	—	500	0.0%	Shares	Sole	2023-10-11
2023-06-30	—	500	0.0%	Shares	Sole	2023-07-06
2023-03-31	—	500	0.0%	Shares	Sole	2023-04-07
2022-12-31	—	500	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.