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EP Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

EP Wealth 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
Q4 		– Sell
-18,375
Closed -$304K – 1248
2024
Q3 		$304K Buy
+18,375
New +$302K ﹤0.01% 854

Other funds holding BIZD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

EP Wealth Advisors's BIZD Position: Q4 2024 in Review

EP Wealth Advisors sold out of VanEck BDC Income ETF (BIZD) in Q4 2024, closing a stake of 18,375 shares — an estimated $304K sold.

EP Wealth Advisors first reported a position in BIZD in Q3 2024 and held it in 1 quarter. The position peaked at $304K in Q3 2024. 223 funds tracked by Wall St. Rank hold BIZD as of Q4 2024.

  • EP Wealth Advisors reported no remaining VanEck BDC Income ETF position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 18,375 VanEck BDC Income ETF shares in Q4 2024, an estimated $304K.
  • EP Wealth Advisors first reported a position in VanEck BDC Income ETF in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's VanEck BDC Income ETF position peaked at $304K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.