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BIZD icon

Cetera Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Cetera 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
Q1 		$592K Buy
35,014
+7,576
+28% +$124K ﹤0.01% 1498
2023
Q4 		$440K Sell
27,438
-1,349
-5% -$21.1K 0.01% 1210
2023
Q3 		$461K Buy
28,787
+1,014
+4% +$15.9K 0.01% 1107
2023
Q2 		$427K Sell
27,773
-5,822
-17% -$85.2K 0.01% 1140
2023
Q1 		$498K Buy
33,595
+675
+2% +$10.1K 0.01% 1013
2022
Q4 		$466K Buy
32,920
+111
+0.3% +$1.62K 0.01% 1013
2022
Q3 		$445K Buy
32,809
+6,757
+26% +$105K 0.01% 825
2022
Q2 		$393K Buy
26,052
+4,979
+24% +$81.5K 0.01% 948
2022
Q1 		$377K Sell
21,073
-1,028
-5% -$18K 0.01% 1005
2021
Q4 		$380K Buy
22,101
+1,551
+8% +$26.9K 0.01% 1007
2021
Q3 		$352K Buy
20,550
+281
+1% +$4.81K 0.01% 1028
2021
Q2 		$348K Buy
20,269
+344
+2% +$5.81K 0.01% 983
2021
Q1 		$323K Buy
19,925
+1,554
+8% +$23.5K 0.01% 916
2020
Q4 		$252K Sell
18,371
-247
-1% -$3.18K 0.01% 892
2020
Q3 		$226K Hold
18,618
– – 0.01% 839
2020
Q2 		$226K Buy
18,618
+6,870
+58% +$76.2K 0.01% 804
2020
Q1 		$110K Sell
11,748
-2,125
-15% -$31.9K 0.01% 756
2019
Q4 		$234K Buy
13,873
+1,500
+12% +$24.9K 0.01% 807
2019
Q3 		$211K Buy
12,373
+405
+3% +$6.68K 0.01% 810
2019
Q2 		$201K Hold
11,968
– – 0.01% 856
2019
Q1 		$200K Buy
+11,968
New +$191K 0.01% 785

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Advisors's BIZD Position: Q1 2024 in Review

Cetera Advisors increased its VanEck BDC Income ETF (BIZD) stake by 28% in Q1 2024, buying an estimated $124K and bringing the position to 35,014 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Cetera Advisors first reported a position in BIZD in Q1 2019 and has held it in 21 quarters since. 180 funds tracked by Wall St. Rank hold BIZD as of Q1 2024.

  • Cetera Advisors held 35,014 shares of VanEck BDC Income ETF worth $592K as of Q1 2024.
  • Cetera Advisors bought 7,576 VanEck BDC Income ETF shares in Q1 2024, an estimated $124K.
  • VanEck BDC Income ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1498 holding.
  • Cetera Advisors first reported a position in VanEck BDC Income ETF in Q1 2019 and has held it in 21 quarters since.
  • 180 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2024.

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