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

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

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

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

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

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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.