Atria Investments’s VanEck BDC Income ETF BIZD Stock Holding History

Atria Investments’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
2021 Q1	–	Sell	-82,610	Closed	-$1.13M	–	708
2020 Q4	$1.13M	Buy	+82,610	New	+$1.06M	0.03%	633
2015 Q2	–	Sell	-97,296	Closed	-$1.82M	–	400
2015 Q1	$1.82M	Buy	97,296 +3,037	+3%	+$55.5K	0.21%	72
2014 Q4	$1.69M	Buy	94,259 +52,632	+126%	+$994K	0.18%	89
2014 Q3	$816K	Buy	+41,627	New	+$847K	0.08%	207

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Atria Investments's BIZD Position: Q1 2021 in Review

Atria Investments sold out of VanEck BDC Income ETF (BIZD) in Q1 2021, closing a stake of 82,610 shares — an estimated $1.13M sold.

Atria Investments first reported a position in BIZD in Q3 2014 and held it in 4 quarters. The position peaked at $1.82M in Q1 2015. 96 funds tracked by Wall St. Rank hold BIZD as of Q1 2021.

Atria Investments reported no remaining VanEck BDC Income ETF position as of Q1 2021 after selling out during the quarter.
Atria Investments sold 82,610 VanEck BDC Income ETF shares in Q1 2021, an estimated $1.13M.
Atria Investments first reported a position in VanEck BDC Income ETF in Q3 2014 and held it in 4 quarters.
Atria Investments's VanEck BDC Income ETF position peaked at $1.82M in Q1 2015.
96 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2021.

Based on Atria Investments's 13F filing for Q1 2021, filed 11 May 2021.