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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Goldstein Advisors Madison, Wisconsin $900M AUM 17.81% 1-Year Est. Return

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Slagle Financial Edwardsville, Illinois $303M AUM 23.03% 1-Year Est. Return