IMA Advisory Services’s VanEck BDC Income ETF BIZD Stock Holding History

IMA Advisory Services’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
2018 Q3	–	Sell	-3,220	Closed	-$54K	–	356
2018 Q2	$54K	Buy	+3,220	New	+$52.9K	0.02%	160

Other funds holding BIZD

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IMA Advisory Services's BIZD Position: Q3 2018 in Review

IMA Advisory Services sold out of VanEck BDC Income ETF (BIZD) in Q3 2018, closing a stake of 3,220 shares — an estimated $54K sold.

IMA Advisory Services first reported a position in BIZD in Q2 2018 and held it in 1 quarter. The position peaked at $54K in Q2 2018. 49 funds tracked by Wall St. Rank hold BIZD as of Q3 2018.

IMA Advisory Services reported no remaining VanEck BDC Income ETF position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 3,220 VanEck BDC Income ETF shares in Q3 2018, an estimated $54K.
IMA Advisory Services first reported a position in VanEck BDC Income ETF in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's VanEck BDC Income ETF position peaked at $54K in Q2 2018.
49 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.