LifePlan Financial Group’s VanEck Steel ETF SLX Stock Holding History

LifePlan Financial Group’s Portfolio SLX Stock Details SLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$9K	Hold	285	–	–	﹤0.01%	421
2020 Q2	$8K	Hold	285	–	–	﹤0.01%	432
2020 Q1	$6K	Hold	285	–	–	﹤0.01%	441
2019 Q4	$11K	Hold	285	–	–	﹤0.01%	407
2019 Q3	$10K	Buy	285 +147	+107%	+$5.19K	﹤0.01%	411
2019 Q2	$5K	Hold	138	–	–	﹤0.01%	461
2019 Q1	$6K	Hold	138	–	–	﹤0.01%	443
2018 Q4	$5K	Hold	138	–	–	﹤0.01%	449
2018 Q3	$6K	Hold	138	–	–	﹤0.01%	435
2018 Q2	$6K	Hold	138	–	–	﹤0.01%	420
2018 Q1	$6K	Buy	+138	New	+$6.73K	﹤0.01%	403

Other funds holding SLX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

LifePlan Financial Group's SLX Position: Q3 2020 in Review

LifePlan Financial Group held its VanEck Steel ETF (SLX) position steady in Q3 2020 at 285 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

LifePlan Financial Group first reported a position in SLX in Q1 2018 and has held it in 11 quarters since. The position peaked at $11K in Q4 2019. 20 funds tracked by Wall St. Rank hold SLX as of Q3 2020.

LifePlan Financial Group held 285 shares of VanEck Steel ETF worth $9K as of Q3 2020.
LifePlan Financial Group left its VanEck Steel ETF share count unchanged in Q3 2020.
VanEck Steel ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #421 holding.
LifePlan Financial Group first reported a position in VanEck Steel ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's VanEck Steel ETF position peaked at $11K in Q4 2019.
20 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.