GPS Wealth Strategies Group’s VanEck BDC Income ETF BIZD Stock Holding History

GPS Wealth Strategies Group’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
2022 Q4	–	Sell	-50	Closed	-$1K	–	209
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	1064
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1051
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	986
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	1007
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	975
2021 Q2	$1K	Sell	50 -1,603	-97%	-$27.1K	﹤0.01%	990
2021 Q1	$26K	Buy	+1,653	New	+$25K	0.01%	493

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GPS Wealth Strategies Group's BIZD Position: Q4 2022 in Review

GPS Wealth Strategies Group sold out of VanEck BDC Income ETF (BIZD) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

GPS Wealth Strategies Group first reported a position in BIZD in Q1 2021 and held it in 7 quarters. The position peaked at $26K in Q1 2021. 133 funds tracked by Wall St. Rank hold BIZD as of Q4 2022.

GPS Wealth Strategies Group reported no remaining VanEck BDC Income ETF position as of Q4 2022 after selling out during the quarter.
GPS Wealth Strategies Group sold 50 VanEck BDC Income ETF shares in Q4 2022, an estimated $1K.
GPS Wealth Strategies Group first reported a position in VanEck BDC Income ETF in Q1 2021 and held it in 7 quarters.
GPS Wealth Strategies Group's VanEck BDC Income ETF position peaked at $26K in Q1 2021.
133 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2022.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2022, filed 27 Jan 2023.