Beacon Capital Management LLC (Tennessee)’s VanEck BDC Income ETF BIZD Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-428	Closed	-$7.32K	–	1197
2024 Q2	$7.32K	Hold	428	–	–	﹤0.01%	627
2024 Q1	$7.23K	Hold	428	–	–	﹤0.01%	636
2023 Q4	$6.86K	Hold	428	–	–	﹤0.01%	599
2023 Q3	$6.57K	Hold	428	–	–	﹤0.01%	643
2023 Q2	$6.57K	Hold	428	–	–	﹤0.01%	643
2023 Q1	$6.35K	Hold	428	–	–	﹤0.01%	584
2022 Q4	$6.06K	Hold	428	–	–	﹤0.01%	597
2022 Q3	$6K	Hold	428	–	–	﹤0.01%	552
2022 Q2	$8K	Hold	428	–	–	﹤0.01%	554
2022 Q1	$8K	Buy	+428	New	+$7.5K	﹤0.01%	554

Other funds holding BIZD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 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

Beacon Capital Management LLC (Tennessee)'s BIZD Position: Q3 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 428 shares — an estimated $7.32K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in BIZD in Q1 2022 and held it in 10 quarters. The position peaked at $8K in Q2 2022. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 428 VanEck BDC Income ETF shares in Q3 2024, an estimated $7.32K.
Beacon Capital Management LLC (Tennessee) first reported a position in VanEck BDC Income ETF in Q1 2022 and held it in 10 quarters.
Beacon Capital Management LLC (Tennessee)'s VanEck BDC Income ETF position peaked at $8K in Q2 2022.
188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2024, filed 7 Nov 2024.