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Confluence Investment Management’s VanEck BDC Income ETF BIZD Stock Holding History

Confluence Investment 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
2021
Q1 		– Sell
-24,303
Closed -$334K – 302
2020
Q4 		$334K Buy
+24,303
New +$313K 0.01% 258
2019
Q2 		– Sell
-27,747
Closed -$454K – 294
2019
Q1 		$454K Sell
27,747
-184,048
-87% -$2.94M 0.01% 235
2018
Q4 		$2.97M Buy
+211,795
New +$3.34M 0.06% 169
2018
Q1 		– Sell
-10,517
Closed -$175K – 230
2017
Q4 		$175K Buy
+10,517
New +$180K ﹤0.01% 237

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 $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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