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All Season Financial Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

All Season Financial Advisors’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
Q3 		– Sell
-34,767
Closed -$595K – 98
2024
Q2 		$595K Sell
34,767
-2,110
-6% -$35.5K 0.54% 46
2024
Q1 		$623K Sell
36,877
-1,361
-4% -$22.2K 0.52% 48
2023
Q4 		$613K Sell
38,238
-190
-0.5% -$2.97K 0.52% 49
2023
Q3 		$616K Buy
38,428
+2,010
+6% +$31.5K 0.62% 42
2023
Q2 		$559K Buy
36,418
+202
+0.6% +$2.96K 0.5% 48
2023
Q1 		$537K Buy
36,216
+11,629
+47% +$175K 0.49% 53
2022
Q4 		$348K Buy
24,587
+660
+3% +$9.64K 0.31% 76
2022
Q3 		$325K Buy
23,927
+1,067
+5% +$16.6K 0.35% 59
2022
Q2 		$345K Sell
22,860
-78,609
-77% -$1.29M 0.3% 73
2022
Q1 		$1.82M Buy
101,469
+81,991
+421% +$1.44M 1.29% 18
2021
Q4 		$335K Sell
19,478
-2,367
-11% -$41K 0.23% 102
2021
Q3 		$375K Sell
21,845
-10,383
-32% -$178K 0.3% 83
2021
Q2 		$553K Buy
+32,228
New +$545K 0.4% 54

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

All Season Financial Advisors's BIZD Position: Q3 2024 in Review

All Season Financial Advisors sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 34,767 shares — an estimated $595K sold.

All Season Financial Advisors first reported a position in BIZD in Q2 2021 and held it in 13 quarters. The position peaked at $1.82M in Q1 2022. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

  • All Season Financial Advisors reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
  • All Season Financial Advisors sold 34,767 VanEck BDC Income ETF shares in Q3 2024, an estimated $595K.
  • All Season Financial Advisors first reported a position in VanEck BDC Income ETF in Q2 2021 and held it in 13 quarters.
  • All Season Financial Advisors's VanEck BDC Income ETF position peaked at $1.82M in Q1 2022.
  • 188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.