Investmark Advisory Group’s VanEck BDC Income ETF BIZD Stock Holding History

Investmark Advisory Group’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 Q3	–	Sell	-11,136	Closed	-$191K	–	122
2024 Q2	$191K	Sell	11,136 -1	-0%	-$17	0.1%	114
2024 Q1	$188K	Sell	11,137 -2,620	-19%	-$42.8K	0.1%	114
2023 Q4	$221K	Buy	13,757 +2,620	+24%	+$41K	0.13%	104
2023 Q3	$179K	Hold	11,137	–	–	0.12%	105
2023 Q2	$171K	Hold	11,137	–	–	0.11%	104
2023 Q1	$165K	Hold	11,137	–	–	0.12%	97
2022 Q4	$158K	Buy	+11,137	New	+$163K	0.12%	103
2022 Q1	–	Sell	-8,987	Closed	-$154K	–	117
2021 Q4	$154K	Buy	+8,987	New	+$156K	0.14%	101

Other funds holding BIZD

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Investmark Advisory Group's BIZD Position: Q3 2024 in Review

Investmark Advisory Group sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 11,136 shares — an estimated $191K sold.

Investmark Advisory Group first reported a position in BIZD in Q4 2021 and held it in 8 quarters. The position peaked at $221K in Q4 2023. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

Investmark Advisory Group reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
Investmark Advisory Group sold 11,136 VanEck BDC Income ETF shares in Q3 2024, an estimated $191K.
Investmark Advisory Group first reported a position in VanEck BDC Income ETF in Q4 2021 and held it in 8 quarters.
Investmark Advisory Group's VanEck BDC Income ETF position peaked at $221K in Q4 2023.
188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on Investmark Advisory Group's 13F filing for Q3 2024, filed 14 Nov 2024.