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WealthPLAN Partners’s VanEck BDC Income ETF BIZD Stock Holding History

WealthPLAN Partners’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$52.3K Hold
3,000
– – 0.02% 326
2016
Q2 		$50K Buy
+3,000
New +$48.9K 0.01% 935
2015
Q4 		$47.3K Buy
+3,000
New +$49K 0.01% 643

Other funds holding BIZD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

WealthPLAN Partners's BIZD Position: Q3 2016 in Review

WealthPLAN Partners held its VanEck BDC Income ETF (BIZD) position steady in Q3 2016 at 3,000 shares worth $52.3K. The position accounts for 0.02% of the portfolio, ranked #326.

WealthPLAN Partners first reported a position in BIZD in Q4 2015 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold BIZD as of Q3 2016.

  • WealthPLAN Partners held 3,000 shares of VanEck BDC Income ETF worth $52.3K as of Q3 2016.
  • WealthPLAN Partners left its VanEck BDC Income ETF share count unchanged in Q3 2016.
  • VanEck BDC Income ETF made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #326 holding.
  • WealthPLAN Partners first reported a position in VanEck BDC Income ETF in Q4 2015 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.