GI
BIZD icon

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

Gradient 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
2024
Q4 		– Sell
-379,194
Closed -$6.28M – 302
2024
Q3 		$6.28M Buy
379,194
+31,040
+9% +$509K 0.13% 138
2024
Q2 		$5.96M Buy
348,154
+53,384
+18% +$898K 0.13% 135
2024
Q1 		$4.98M Buy
294,770
+31,956
+12% +$522K 0.12% 138
2023
Q4 		$4.22M Sell
262,814
-266,238
-50% -$4.16M 0.1% 149
2023
Q3 		$8.48M Sell
529,052
-12,934
-2% -$202K 0.22% 118
2023
Q2 		$8.32M Sell
541,986
-1,099
-0.2% -$16.1K 0.21% 119
2023
Q1 		$8.05M Sell
543,085
-27,289
-5% -$410K 0.22% 123
2022
Q4 		$8.07M Buy
570,374
+1,272
+0.2% +$18.6K 0.25% 120
2022
Q3 		$7.72M Sell
569,102
-2,792,262
-83% -$43.5M 0.24% 120
2022
Q2 		$50.8M Buy
3,361,364
+55,011
+2% +$900K 1.48% 10
2022
Q1 		$59.2M Buy
3,306,353
+2,603,980
+371% +$45.7M 1.52% 12
2021
Q4 		$12.1M Buy
702,373
+1,748
+0.2% +$30.3K 0.31% 102
2021
Q3 		$12M Buy
700,625
+29,360
+4% +$502K 0.34% 79
2021
Q2 		$11.5M Buy
671,265
+13,637
+2% +$230K 0.34% 85
2021
Q1 		$10.7M Sell
657,628
-425,484
-39% -$6.44M 0.35% 83
2020
Q4 		$13.2M Sell
1,083,112
-14,313
-1% -$184K 0.56% 45
2020
Q3 		$13.3M Buy
1,097,425
+16,252
+2% +$194K 0.56% 45
2020
Q2 		$13.1M Buy
1,081,173
+329,005
+44% +$3.65M 0.6% 40
2020
Q1 		$7.02M Sell
752,168
-22,850
-3% -$343K 0.38% 72
2019
Q4 		$13M Buy
775,018
+108,073
+16% +$1.79M 0.58% 36
2019
Q3 		$11.2M Buy
666,945
+111,928
+20% +$1.85M 0.55% 38
2019
Q2 		$9.22M Buy
555,017
+98,818
+22% +$1.62M 0.47% 56
2019
Q1 		$7.46M Sell
456,199
-62,792
-12% -$1M 0.48% 61
2018
Q4 		$7.29M Sell
518,991
-13,279
-2% -$210K 0.44% 65
2018
Q3 		$9.09M Sell
532,270
-43,810
-8% -$748K 0.47% 56
2018
Q2 		$9.59M Sell
576,080
-37,630
-6% -$619K 0.51% 30
2018
Q1 		$9.98M Buy
613,710
+178,762
+41% +$2.91M 0.54% 25
2017
Q4 		$7.22M Sell
434,948
-15,749
-3% -$270K 0.42% 69
2017
Q3 		$8.05M Buy
450,697
+33,806
+8% +$598K 0.51% 29
2017
Q2 		$7.65M Buy
416,891
+42,661
+11% +$788K 0.54% 27
2017
Q1 		$7.21M Buy
374,230
+34,364
+10% +$644K 0.55% 27
2016
Q4 		$6.12M Buy
339,866
+15,304
+5% +$269K 0.54% 35
2016
Q3 		$5.78M Buy
324,562
+112,796
+53% +$1.96M 0.57% 28
2016
Q2 		$3.53M Buy
211,766
+33,732
+19% +$550K 0.38% 81
2016
Q1 		$2.94M Buy
178,034
+3,521
+2% +$53.3K 0.36% 81
2015
Q4 		$2.75M Buy
174,513
+7,169
+4% +$117K 0.37% 81
2015
Q3 		$2.63M Buy
167,344
+16,102
+11% +$273K 0.37% 85
2015
Q2 		$2.71M Buy
151,242
+19,873
+15% +$364K 0.37% 83
2015
Q1 		$2.46M Buy
131,369
+12,630
+11% +$231K 0.37% 86
2014
Q4 		$2.13M Buy
118,739
+25,424
+27% +$480K 0.35% 83
2014
Q3 		$1.83M Buy
93,315
+31,090
+50% +$632K 0.33% 85
2014
Q2 		$1.31M Buy
62,225
+26,202
+73% +$523K 0.26% 84
2014
Q1 		$748K Buy
36,023
+15,907
+79% +$333K 0.17% 96
2013
Q4 		$422K Buy
20,116
+19,355
+2,543% +$403K 0.11% 103
2013
Q3 		$16K Buy
+761
New +$15.4K 0.01% 243

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

Gradient Investments's BIZD Position: Q4 2024 in Review

Gradient Investments sold out of VanEck BDC Income ETF (BIZD) in Q4 2024, closing a stake of 379,194 shares — an estimated $6.28M sold.

Gradient Investments first reported a position in BIZD in Q3 2013 and held it in 45 quarters. The position peaked at $59.2M in Q1 2022. 223 funds tracked by Wall St. Rank hold BIZD as of Q4 2024.

  • Gradient Investments reported no remaining VanEck BDC Income ETF position as of Q4 2024 after selling out during the quarter.
  • Gradient Investments sold 379,194 VanEck BDC Income ETF shares in Q4 2024, an estimated $6.28M.
  • Gradient Investments first reported a position in VanEck BDC Income ETF in Q3 2013 and held it in 45 quarters.
  • Gradient Investments's VanEck BDC Income ETF position peaked at $59.2M in Q1 2022.
  • 223 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2024.

Based on Gradient Investments's 13F filing for Q4 2024, filed 21 Jan 2025.