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Guidance Point Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-4,915
Closed -$84K – 119
2021
Q3 		$84K Buy
+4,915
New +$84.1K 0.03% 126

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Guidance Point Advisors's BIZD Position: Q4 2021 in Review

Guidance Point Advisors sold out of VanEck BDC Income ETF (BIZD) in Q4 2021, closing a stake of 4,915 shares — an estimated $84K sold.

Guidance Point Advisors first reported a position in BIZD in Q3 2021 and held it in 1 quarter. The position peaked at $84K in Q3 2021. 123 funds tracked by Wall St. Rank hold BIZD as of Q4 2021.

  • Guidance Point Advisors reported no remaining VanEck BDC Income ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 4,915 VanEck BDC Income ETF shares in Q4 2021, an estimated $84K.
  • Guidance Point Advisors first reported a position in VanEck BDC Income ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's VanEck BDC Income ETF position peaked at $84K in Q3 2021.
  • 123 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.