Kingsview Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Kingsview Wealth Management’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
2022 Q3	–	Sell	-66,430	Closed	-$1M	–	819
2022 Q2	$1M	Buy	+66,430	New	+$1.09M	0.05%	364
2021 Q4	–	Sell	-32,906	Closed	-$564K	–	961
2021 Q3	$564K	Buy	+32,906	New	+$563K	0.03%	512
2021 Q2	–	Sell	-77,182	Closed	-$1.24M	–	919
2021 Q1	$1.24M	Buy	+77,182	New	+$1.17M	0.07%	284

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

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

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kingsview Wealth Management's BIZD Position: Q3 2022 in Review

Kingsview Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q3 2022, closing a stake of 66,430 shares — an estimated $1M sold.

Kingsview Wealth Management first reported a position in BIZD in Q1 2021 and held it in 3 quarters. The position peaked at $1.24M in Q1 2021. 126 funds tracked by Wall St. Rank hold BIZD as of Q3 2022.

Kingsview Wealth Management reported no remaining VanEck BDC Income ETF position as of Q3 2022 after selling out during the quarter.
Kingsview Wealth Management sold 66,430 VanEck BDC Income ETF shares in Q3 2022, an estimated $1M.
Kingsview Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2021 and held it in 3 quarters.
Kingsview Wealth Management's VanEck BDC Income ETF position peaked at $1.24M in Q1 2021.
126 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.