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Able Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Able Wealth Management’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-62
Closed -$997 – 142
2023
Q4 		$997 Buy
+62
New +$970 ﹤0.01% 521

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Able Wealth Management's BIZD Position: Q1 2024 in Review

Able Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q1 2024, closing a stake of 62 shares — an estimated $997 sold.

Able Wealth Management first reported a position in BIZD in Q4 2023 and held it in 1 quarter. The position peaked at $997 in Q4 2023. 180 funds tracked by Wall St. Rank hold BIZD as of Q1 2024.

  • Able Wealth Management reported no remaining VanEck BDC Income ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 62 VanEck BDC Income ETF shares in Q1 2024, an estimated $997.
  • Able Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's VanEck BDC Income ETF position peaked at $997 in Q4 2023.
  • 180 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.