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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return