Plan A Wealth LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 2093645 LINCOLN, NE

Position in BN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$404,861

-$54,222 QoQ

Shares Held

10,004

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Plan A Wealth LLC holds $320,338 across 2 Asset Management names.

#	Ticker	Company	Shares	Value (USD)	Open
1	MQY	Blackrock Muniyield Quality Fund, Inc.	13,932	$161,611
2	KTF	Dws Municipal Income Trust	17,253	$158,727

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$404,861	10,004	0.0%	Shares	Sole	2026-05-15
2025-12-31	$459,083	10,004	+50.0%	Shares	Sole	2026-02-06
2025-09-30	$457,428	6,670	0.0%	Shares	Sole	2025-11-06
2025-06-30	$412,539	6,670	0.0%	Shares	Sole	2025-11-06
2025-03-31	$349,574	6,670	0.0%	Shares	Sole	2025-11-06
2024-12-31	$383,191	6,670	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.