LF
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Lee Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Lee Financial’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
Q1 		– Sell
-3,010
Closed -$48.3K – 232
2023
Q4 		$48.3K Hold
3,010
– – 0.01% 240
2023
Q3 		$48.3K Sell
3,010
-3,000
-50% -$46.9K 0.01% 224
2023
Q2 		$92.3K Sell
6,010
-150
-2% -$2.19K 0.02% 171
2023
Q1 		$91.4K Sell
6,160
-475
-7% -$7.13K 0.02% 179
2022
Q4 		$93.9K Hold
6,635
– – 0.02% 199
2022
Q3 		$90K Hold
6,635
– – 0.02% 199
2022
Q2 		$100K Hold
6,635
– – 0.02% 187
2022
Q1 		$119K Hold
6,635
– – 0.02% 177
2021
Q4 		$114K Hold
6,635
– – 0.02% 180
2021
Q3 		$114K Buy
6,635
+150
+2% +$2.57K 0.02% 172
2021
Q2 		$111K Hold
6,485
– – 0.02% 172
2021
Q1 		$105K Sell
6,485
-525
-7% -$7.95K 0.02% 173
2020
Q4 		$96K Buy
7,010
+3,360
+92% +$43.3K 0.02% 163
2020
Q3 		$44K Sell
3,650
-85
-2% -$1.02K 0.01% 243
2020
Q2 		$45K Buy
3,735
+2,735
+274% +$30.3K 0.01% 214
2020
Q1 		$9K Hold
1,000
– – ﹤0.01% 308
2019
Q4 		$17K Buy
+1,000
New +$16.6K ﹤0.01% 268

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lee Financial's BIZD Position: Q1 2024 in Review

Lee Financial sold out of VanEck BDC Income ETF (BIZD) in Q1 2024, closing a stake of 3,010 shares — an estimated $48.3K sold.

Lee Financial first reported a position in BIZD in Q4 2019 and held it in 17 quarters. The position peaked at $119K in Q1 2022. 180 funds tracked by Wall St. Rank hold BIZD as of Q1 2024.

  • Lee Financial reported no remaining VanEck BDC Income ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 3,010 VanEck BDC Income ETF shares in Q1 2024, an estimated $48.3K.
  • Lee Financial first reported a position in VanEck BDC Income ETF in Q4 2019 and held it in 17 quarters.
  • Lee Financial's VanEck BDC Income ETF position peaked at $119K in Q1 2022.
  • 180 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.