PLANET FINANCIAL GROUP Planet Financial Group LLC is a security (CUSIP 72702AAA5) tracked across SEC portfolio filings. 10 registered fund positions totaling $6.8M via N-PORT as of 2026-04-30.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Hartford Strategic Income ETF | Hartford Funds Exchange-Traded Trust | $2.1M | 27.71% |
| Advent Convertible & Income Fund | ADVENT CONVERTIBLE & INCOME FUND | $2.0M | 34.37% |
| Pioneer Strategic Income Fund | Pioneer Series Trust XIV | $1.3M | 4.03% |
| Pioneer High Yield Fund | Pioneer High Yield Fund | $576K | 10.32% |
| Six Circles Credit Opportunities Fund | SIX CIRCLES TRUST | $257K | 0.49% |
| AllianceBernstein Global High Income Fund Inc | AllianceBernstein Global High Income Fund Inc | $254K | 2.64% |
| NYLI MacKay Core Plus Bond ETF | New York Life Investments Active ETF Trust | $97K | 3.16% |
| 1290 Loomis Sayles Multi-Asset Income Fund | 1290 Funds | $90K | 9.30% |
| John Hancock Diversified Income Fund | John Hancock Diversified Income Fund | $50K | 3.47% |
| VANGUARD CORE-PLUS BOND INDEX ETF | VANGUARD QUANTITATIVE FUNDS | $2K | 0.16% |