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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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Legacy Capital Wealth Partners's BIZD Position: Q1 2024 in Review

Legacy Capital Wealth Partners sold out of VanEck BDC Income ETF (BIZD) in Q1 2024, closing a stake of 12,353 shares — an estimated $198K sold.

Legacy Capital Wealth Partners first reported a position in BIZD in Q4 2020 and held it in 5 quarters. The position peaked at $3.56M in Q1 2021. 180 funds tracked by Wall St. Rank hold BIZD as of Q1 2024.

  • Legacy Capital Wealth Partners reported no remaining VanEck BDC Income ETF position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 12,353 VanEck BDC Income ETF shares in Q1 2024, an estimated $198K.
  • Legacy Capital Wealth Partners first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 5 quarters.
  • Legacy Capital Wealth Partners's VanEck BDC Income ETF position peaked at $3.56M in Q1 2021.
  • 180 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2024, filed 10 May 2024.