GI
BIZD icon

Glovista Investments’s VanEck BDC Income ETF BIZD Stock Holding History

Glovista Investments’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
2019
Q3 		– Sell
-13,877
Closed -$230K – 90
2019
Q2 		$230K Hold
13,877
– – 0.07% 92
2019
Q1 		$227K Buy
+13,877
New +$222K 0.07% 76
2018
Q4 		– Sell
-237,058
Closed -$4.05M – 90
2018
Q3 		$4.05M Buy
+237,058
New +$4.05M 1.05% 29

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Glovista Investments's BIZD Position: Q3 2019 in Review

Glovista Investments sold out of VanEck BDC Income ETF (BIZD) in Q3 2019, closing a stake of 13,877 shares — an estimated $230K sold.

Glovista Investments first reported a position in BIZD in Q3 2018 and held it in 3 quarters. The position peaked at $4.05M in Q3 2018. 59 funds tracked by Wall St. Rank hold BIZD as of Q3 2019.

  • Glovista Investments reported no remaining VanEck BDC Income ETF position as of Q3 2019 after selling out during the quarter.
  • Glovista Investments sold 13,877 VanEck BDC Income ETF shares in Q3 2019, an estimated $230K.
  • Glovista Investments first reported a position in VanEck BDC Income ETF in Q3 2018 and held it in 3 quarters.
  • Glovista Investments's VanEck BDC Income ETF position peaked at $4.05M in Q3 2018.
  • 59 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2019.

Based on Glovista Investments's 13F filing for Q3 2019, filed 14 Nov 2019.