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Institutional Investment Manager
WEALTHPLAN PARTNERS, LLC
WEALTHPLAN PARTNERS, LLC (CIK: 0001639943). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001580642-16-010110) filed in 2016.08.08
#
Name
Shares
Value ($)
%
Options
Notes
51 AERCAP HOLDINGS NV 93 3,124 0.00%
52 AEROJET ROCKETDYNE HLDGS INC COM 100 2 0.00%
53 AEROJET ROCKETDYNE HLDGS INC COM 100 1,828 0.00%
54 AEROVIRONMENT INC 200 6 0.00%
55 AEROVIRONMENT INC 200 5,560 0.00%
56 AES TRUST III PFD CV 6.75 200 10,412 0.00%
57 AES TRUST III PFD CV 6.75 200 10 0.00%
58 AFLAC INC 204 15 0.00%
59 AFLAC INC 204 14,751 0.00%
60 AGL Resources Inc 5,402 356 0.00%
61 AGL Resources Inc 5,402 356,382 0.05%
62 AGRIUM INC 75 6,782 0.00%
63 AGRIUM INC 75 7 0.00%
64 AIM Counselor Ser Tr Slct Real Est Cl A 37,921 346,217 0.04%
65 AIM Counselor Ser Trust Invesco Fd Cl Y 2,348 22,797 0.00%
66 AIM Equity Fds Invesco Diversified Cl A 160,053 3,039,398 0.39%
67 AIM Equity Fds Invesco Diversified Cl Y 10,701 203,435 0.03%
68 AIM Fds Group Invesco Small Cap Eq Cl A 1,853 25,113 0.00%
69 AIM Growth Ser Inversco Global Eq Cl A 568 7,257 0.00%
70 AIM Growth Ser Invesco Converti Sec ClY 678 15,175 0.00%
71 AIM Intl Mut Fd Inves Asia Pacific Cl A 1,499 45,158 0.01%
72 AIM Intl Mut Fds Inves Inter Grwth Cl A 5,714 175,525 0.02%
73 AIM Invt Fds Invesco Bal Risk Allo Cl A 3,189 35,967 0.00%
74 AIM Invt Fds Invesco Bal Risk llo Cl Y 15,251 174,019 0.02%
75 AIM Invt Fds Invesco Endeavor Cl A 1,060 17,397 0.00%
76 AIM Invt Fds Invesco Sml Co Cl A 3,790 59,472 0.01%
77 AIM Invt Sec Fds Invesco Global Cl Y 1,186 15,785 0.00%
78 AIM Invt Sec Fds Invesco High Yield ClA 6,274 25,346 0.00%
79 AIM Invt Secs Fds Invesco Global Cl A 8,180 108,871 0.01%
80 AIM Sector Fds Invesco Utilities Cl A 21,818 500,718 0.06%
81 AIM Sector Fds Invesco Van Kamp Cl A 178 2,703 0.00%
82 AIM Sector Fds Invesco Van Kamp Val ClY 47 1,600 0.00%
83 AIR METHODS CORP 150 5,375 0.00%
84 AIR METHODS CORP 150 5 0.00%
85 AIR PRODS & CHEMS INC 264 37 0.00%
86 AIR PRODS & CHEMS INC 264 37,435 0.00%
87 ALAMOS GOLD INC NEW 9,515 81,829 0.01%
88 ALASKA AIR GROUP INC 126 7 0.00%
89 ALASKA AIR GROUP INC 126 7,361 0.00%
90 ALIBABA GROUP HLDG LTD 1,232 98 0.00%
91 ALIBABA GROUP HLDG LTD 1,117 88,835 0.01%
92 ALKERMES PLC 70 3,025 0.00%
93 ALLERGAN PLC 3,655 845 0.00%
94 ALLERGAN PLC 3,655 844,634 0.11%
95 ALLIANCE HOLDINGS GP LP 175 3,682 0.00%
96 ALLIANT ENERGY CORP 1,447 57,446 0.01%
97 ALLIANT ENERGY CORP 1,472 58 0.00%
98 ALLIANZ FDS MULTI-STRATEGY TR 2,181 32,694 0.00%
99 ALLIANZ OCC GROWTH FUND - A 6,906 281,195 0.04%
100 ALLIANZGI DIVIDEND INT PRM 5,864 72,303 0.01%
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