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Cetera Advisor Networks’s VanEck BDC Income ETF BIZD Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.07M Sell
63,126
-16,230
-20% -$265K 0.01% 1418
2023
Q4 		$1.27M Sell
79,356
-37,651
-32% -$589K 0.01% 1228
2023
Q3 		$1.88M Buy
117,007
+96,454
+469% +$1.51M 0.01% 926
2023
Q2 		$316K Sell
20,553
-132,533
-87% -$1.94M ﹤0.01% 2044
2023
Q1 		$2.27M Buy
153,086
+12,905
+9% +$194K 0.02% 786
2022
Q4 		$1.98M Buy
140,181
+11,350
+9% +$166K 0.02% 802
2022
Q3 		$1.75M Buy
128,831
+12,180
+10% +$190K 0.02% 644
2022
Q2 		$1.76M Buy
116,651
+8,165
+8% +$134K 0.02% 634
2022
Q1 		$1.94M Buy
108,486
+3,294
+3% +$57.8K 0.02% 628
2021
Q4 		$1.81M Sell
105,192
-27,907
-21% -$484K 0.02% 637
2021
Q3 		$2.28M Sell
133,099
-36,917
-22% -$631K 0.03% 509
2021
Q2 		$2.92M Buy
170,016
+6,138
+4% +$104K 0.04% 409
2021
Q1 		$2.65M Buy
163,878
+1,272
+0.8% +$19.3K 0.06% 302
2020
Q4 		$2.23M Sell
162,606
-2,892
-2% -$37.3K 0.05% 311
2020
Q3 		$2.01M Sell
165,498
-1,482
-0.9% -$17.7K 0.05% 311
2020
Q2 		$2.03M Buy
166,980
+9,237
+6% +$102K 0.05% 297
2020
Q1 		$1.47M Buy
157,743
+23,891
+18% +$358K 0.05% 321
2019
Q4 		$2.24M Buy
133,852
+10,298
+8% +$171K 0.06% 277
2019
Q3 		$2.08M Buy
123,554
+4,536
+4% +$74.8K 0.06% 268
2019
Q2 		$1.98M Buy
119,018
+8,337
+8% +$137K 0.06% 277
2019
Q1 		$1.81M Buy
110,681
+11,926
+12% +$191K 0.06% 279
2018
Q4 		$1.39M Buy
98,755
+8,942
+10% +$141K 0.05% 295
2018
Q3 		$1.53M Buy
+89,813
New +$1.53M 0.05% 299
2018
Q2 		– Sell
-51,473
Closed -$838K – 847
2018
Q1 		$838K Buy
51,473
+9,216
+22% +$150K 0.04% 371
2017
Q4 		$698K Buy
42,257
+25,958
+159% +$445K 0.03% 469
2017
Q3 		$293K Buy
16,299
+3,041
+23% +$53.8K 0.01% 691
2017
Q2 		$244K Buy
+13,258
New +$245K 0.01% 760

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Advisor Networks's BIZD Position: Q1 2024 in Review

Cetera Advisor Networks reduced its VanEck BDC Income ETF (BIZD) stake by 20% in Q1 2024, selling an estimated $265K and leaving 63,126 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1418.

Cetera Advisor Networks first reported a position in BIZD in Q2 2017 and has held it in 27 quarters since. The position peaked at $2.92M in Q2 2021. 180 funds tracked by Wall St. Rank hold BIZD as of Q1 2024.

  • Cetera Advisor Networks held 63,126 shares of VanEck BDC Income ETF worth $1.07M as of Q1 2024.
  • Cetera Advisor Networks sold 16,230 VanEck BDC Income ETF shares in Q1 2024, an estimated $265K.
  • VanEck BDC Income ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1418 holding.
  • Cetera Advisor Networks first reported a position in VanEck BDC Income ETF in Q2 2017 and has held it in 27 quarters since.
  • Cetera Advisor Networks's VanEck BDC Income ETF position peaked at $2.92M in Q2 2021.
  • 180 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.