Funds holding Regan Total Return Income Fund
1 fund declares a position · 0 ETFs and 1 other funds · 451.6K $ · US00777X5793
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Concorde Wealth Management Fund Concorde Funds Inc | 47,441 | 451.6K $ | 1.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
2 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 437,199 | 4.2M $ | as of Mar 31, 2026 |
| Transce3nd, LLC | 33,787 | 321.6K $ | as of Mar 31, 2026 |