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

Bright Futures 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
Q4 		– Sell
-15,963
Closed -$261K – 137
2024
Q3 		$261K Buy
15,963
+1,818
+13% +$29.8K 0.13% 185
2024
Q2 		$227K Hold
14,145
– – 0.12% 185
2024
Q1 		$242K Buy
+14,145
New +$231K 0.13% 175

Other funds holding BIZD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Bright Futures Wealth Management's BIZD Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q4 2024, closing a stake of 15,963 shares — an estimated $261K sold.

Bright Futures Wealth Management first reported a position in BIZD in Q1 2024 and held it in 3 quarters. The position peaked at $261K in Q3 2024. 223 funds tracked by Wall St. Rank hold BIZD as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining VanEck BDC Income ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 15,963 VanEck BDC Income ETF shares in Q4 2024, an estimated $261K.
  • Bright Futures Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's VanEck BDC Income ETF position peaked at $261K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.