Curi Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Curi Wealth 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
2023 Q1	–	Sell	-68,953	Closed	-$976K	–	167
2022 Q4	$976K	Buy	+68,953	New	+$1.01M	0.14%	81
2021 Q1	–	Sell	-10,755	Closed	-$147K	–	141
2020 Q4	$147K	Buy	+10,755	New	+$139K	0.11%	97

Other funds holding BIZD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Curi Wealth Management's BIZD Position: Q1 2023 in Review

Curi Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q1 2023, closing a stake of 68,953 shares — an estimated $976K sold.

Curi Wealth Management first reported a position in BIZD in Q4 2020 and held it in 2 quarters. The position peaked at $976K in Q4 2022. 131 funds tracked by Wall St. Rank hold BIZD as of Q1 2023.

Curi Wealth Management reported no remaining VanEck BDC Income ETF position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 68,953 VanEck BDC Income ETF shares in Q1 2023, an estimated $976K.
Curi Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 2 quarters.
Curi Wealth Management's VanEck BDC Income ETF position peaked at $976K in Q4 2022.
131 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.