Howe & Rusling’s VanEck BDC Income ETF BIZD Stock Holding History

Howe & Rusling’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	-107	Closed	-$1.77K	–	415
2024 Q3	$1.77K	Buy	+107	New	+$1.76K	﹤0.01%	391
2019 Q1	–	Sell	-1,500	Closed	-$21K	–	816
2018 Q4	$21K	Buy	+1,500	New	+$23.7K	﹤0.01%	343

Other funds holding BIZD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Howe & Rusling's BIZD Position: Q4 2024 in Review

Howe & Rusling sold out of VanEck BDC Income ETF (BIZD) in Q4 2024, closing a stake of 107 shares — an estimated $1.77K sold.

Howe & Rusling first reported a position in BIZD in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q4 2018. 223 funds tracked by Wall St. Rank hold BIZD as of Q4 2024.

Howe & Rusling reported no remaining VanEck BDC Income ETF position as of Q4 2024 after selling out during the quarter.
Howe & Rusling sold 107 VanEck BDC Income ETF shares in Q4 2024, an estimated $1.77K.
Howe & Rusling first reported a position in VanEck BDC Income ETF in Q4 2018 and held it in 2 quarters.
Howe & Rusling's VanEck BDC Income ETF position peaked at $21K in Q4 2018.
223 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.