WealthPLAN Partners’s American Century Multisector Income ETF MUSI Stock Holding History

WealthPLAN Partners’s Portfolio MUSI Stock Details MUSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10	Closed	-$428	–	832
2023 Q2	$428	Hold	10	–	–	﹤0.01%	1188
2023 Q1	$437	Buy	+10	New	+$434	﹤0.01%	1254

Other funds holding MUSI

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

LWM

Ledge Wealth Management Sartell, Minnesota $257M AUM 13.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Slagle Financial Edwardsville, Illinois $334M AUM 29.08% 1-Year Est. Return

WealthPLAN Partners's MUSI Position: Q3 2023 in Review

WealthPLAN Partners sold out of American Century Multisector Income ETF (MUSI) in Q3 2023, closing a stake of 10 shares — an estimated $428 sold.

WealthPLAN Partners first reported a position in MUSI in Q1 2023 and held it in 2 quarters. The position peaked at $437 in Q1 2023. 20 funds tracked by Wall St. Rank hold MUSI as of Q3 2023.

WealthPLAN Partners reported no remaining American Century Multisector Income ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 10 American Century Multisector Income ETF shares in Q3 2023, an estimated $428.
WealthPLAN Partners first reported a position in American Century Multisector Income ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's American Century Multisector Income ETF position peaked at $437 in Q1 2023.
20 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.