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BDCS
UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com
BDCS
BDCS
Delisted
BDCS was delisted on the 25th of November, 2020.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
IA
26
IFP Advisors
Tampa,
Florida
| $33K | +$642 | +31 | +2% |
|
| 27 |
27
Morgan Stanley
New York
| $13K | – | – | – |
|
| 28 |
ME
28
McIlrath & Eck
Arlington,
Washington
| $12K | – | – | – |
|
| 29 |
GRP
29
Global Retirement Partners
San Rafael,
California
| $11K | – | – | – |
|
| 30 |
CFG
30
Citizens Financial Group
Providence,
Rhode Island
| $6K | +$6.32K | +305 | New |
|
| 31 |
AAM
31
Advisors Asset Management
Monument,
Colorado
| $5K | -$4.74K | -229 | -50% |
|
| 32 |
NFG
32
Next Financial Group
Houston,
Texas
| $5K | +$5.49K | +265 | New |
|
| 33 |
BAM
33
Belpointe Asset Management
Reno,
Nevada
| – | -$351K | -17,276 | Closed |
|
| 34 |
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$297K | -14,604 | Closed |
|
| 35 |
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11K | -550 | Closed |
|