Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AWS
Atria Wealth Solutions’s
VanEck BDC Income ETF
BIZD
Stock Holding History
Atria Wealth Solutions’s Portfolio
BIZD Stock Details
BIZD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$989K
Sell
60,743
-31,987
-34%
-$501K
0.02%
637
2025
Q1
$1.55M
Buy
92,730
+6,417
+7%
+$110K
0.02%
728
2024
Q4
$1.44M
Buy
86,313
+707
+0.8%
+$11.7K
0.02%
773
2024
Q3
$1.42M
Sell
85,606
-2,877
-3%
-$47.2K
0.02%
783
2024
Q2
$1.51M
Sell
88,483
-479
-0.5%
-$8.06K
0.02%
729
2024
Q1
$1.5M
Buy
88,962
+720
+0.8%
+$11.8K
0.02%
734
2023
Q4
$1.42M
Buy
88,242
+69,498
+371%
+$1.09M
0.02%
733
2023
Q3
$300K
Buy
18,744
+347
+2%
+$5.43K
﹤0.01%
1415
2023
Q2
$283K
Buy
18,397
+4,247
+30%
+$62.1K
﹤0.01%
1484
2023
Q1
$210K
Buy
14,150
+365
+3%
+$5.48K
﹤0.01%
1650
2022
Q4
$196K
Sell
13,785
-18,222
-57%
-$266K
﹤0.01%
1621
2022
Q3
$434K
Sell
32,007
-4,391
-12%
-$68.4K
0.01%
1104
2022
Q2
$550K
Buy
36,398
+1,149
+3%
+$18.8K
0.01%
922
2022
Q1
$632K
Buy
+35,249
New
+$618K
0.01%
934
Other funds holding BIZD
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
IFG
Independent Financial Group
San Diego, California
$5.35B AUM
43.78%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
MHFA
Mission Hills Financial Advisory
San Diego, California
$195M AUM
8.43%
1-Year Est. Return
CCM
Condor Capital Management
Martinsville, New Jersey
$1.2B AUM
13.18%
1-Year Est. Return
HP
Haven Private
Orlando, Florida
$230M AUM
20.39%
1-Year Est. Return
KAS
Kestra Advisory Services
Austin, Texas
$26.4B AUM
21.05%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close