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Catalyst Private Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-423
Closed -$5K – 74
2020
Q3 		$5K Buy
+423
New +$5.06K ﹤0.01% 237

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Catalyst Private Wealth's BIZD Position: Q4 2020 in Review

Catalyst Private Wealth sold out of VanEck BDC Income ETF (BIZD) in Q4 2020, closing a stake of 423 shares — an estimated $5K sold.

Catalyst Private Wealth first reported a position in BIZD in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 89 funds tracked by Wall St. Rank hold BIZD as of Q4 2020.

  • Catalyst Private Wealth reported no remaining VanEck BDC Income ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 423 VanEck BDC Income ETF shares in Q4 2020, an estimated $5K.
  • Catalyst Private Wealth first reported a position in VanEck BDC Income ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's VanEck BDC Income ETF position peaked at $5K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.