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Global Assets Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Global Assets Advisory’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
Q2 		– Sell
-67,073
Closed -$4.13M – 104
2024
Q1 		$4.13M Buy
+67,073
New +$1.1M 0.19% 104

Other funds holding BIZD

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Assets Advisory's BIZD Position: Q2 2024 in Review

Global Assets Advisory sold out of VanEck BDC Income ETF (BIZD) in Q2 2024, closing a stake of 67,073 shares — an estimated $4.13M sold.

Global Assets Advisory first reported a position in BIZD in Q1 2024 and held it in 1 quarter. The position peaked at $4.13M in Q1 2024. 196 funds tracked by Wall St. Rank hold BIZD as of Q2 2024.

  • Global Assets Advisory reported no remaining VanEck BDC Income ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 67,073 VanEck BDC Income ETF shares in Q2 2024, an estimated $4.13M.
  • Global Assets Advisory first reported a position in VanEck BDC Income ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's VanEck BDC Income ETF position peaked at $4.13M in Q1 2024.
  • 196 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.