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Kingswood Wealth Advisors’s ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 BDCZ Stock Holding History

Kingswood Wealth Advisors’s Portfolio BDCZ Stock Details BDCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,873
Closed -$455K – 802
2024
Q3 		$455K Buy
+23,873
New +$454K 0.03% 476

Other funds holding BDCZ

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM

Kingswood Wealth Advisors's BDCZ Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 (BDCZ) in Q4 2024, closing a stake of 23,873 shares — an estimated $455K sold.

Kingswood Wealth Advisors first reported a position in BDCZ in Q3 2024 and held it in 1 quarter. The position peaked at $455K in Q3 2024. 6 funds tracked by Wall St. Rank hold BDCZ as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 23,873 ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 shares in Q4 2024, an estimated $455K.
  • Kingswood Wealth Advisors first reported a position in ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 in Q3 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 position peaked at $455K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.