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

Brown 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	-502	Closed	-$8.59K	–	133
2024 Q2	$8.59K	Buy	+502	New	+$8.45K	﹤0.01%	181

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

Brown Financial Advisors's BIZD Position: Q3 2024 in Review

Brown Financial Advisors sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 502 shares — an estimated $8.59K sold.

Brown Financial Advisors first reported a position in BIZD in Q2 2024 and held it in 1 quarter. The position peaked at $8.59K in Q2 2024. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

Brown Financial Advisors reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
Brown Financial Advisors sold 502 VanEck BDC Income ETF shares in Q3 2024, an estimated $8.59K.
Brown Financial Advisors first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 1 quarter.
Brown Financial Advisors's VanEck BDC Income ETF position peaked at $8.59K in Q2 2024.
188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.