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Legacy Capital Wealth Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Legacy Capital Wealth Partners’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
-12,353
Closed -$198K – 139
2023
Q4 		$198K Buy
12,353
+1,777
+17% +$27.8K 0.06% 274
2023
Q3 		$170K Buy
+10,576
New +$166K 0.05% 274
2023
Q2 		– Sell
-10,141
Closed -$150K – 64
2023
Q1 		$150K Buy
+10,141
New +$152K 0.04% 242
2021
Q2 		– Sell
-219,545
Closed -$3.56M – 29
2021
Q1 		$3.56M Sell
219,545
-11,273
-5% -$171K 1.47% 16
2020
Q4 		$3.17M Buy
+230,818
New +$2.98M 1.36% 17

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 $376B 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 $501B 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 $134B AUM 35.51% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.1B 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 $564B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return