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Lindbrook Capital’s VanEck BDC Income ETF BIZD Stock Holding History

Lindbrook Capital’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
Q4 		– Sell
-5,650
Closed -$93.6K – 2790
2024
Q3 		$93.6K Hold
5,650
– – 0.01% 580
2024
Q2 		$96.7K Hold
5,650
– – 0.01% 553
2024
Q1 		$95.5K Hold
5,650
– – 0.01% 549
2023
Q4 		$90.6K Hold
5,650
– – 0.01% 555
2023
Q3 		$90.6K Hold
5,650
– – 0.01% 499
2023
Q2 		$86.8K Hold
5,650
– – 0.01% 526
2023
Q1 		$83.8K Hold
5,650
– – 0.01% 528
2022
Q4 		$79.9K Hold
5,650
– – 0.01% 548
2022
Q3 		$77K Hold
5,650
– – 0.01% 509
2022
Q2 		$85K Hold
5,650
– – 0.01% 482
2022
Q1 		$101K Buy
+5,650
New +$99.1K 0.02% 458

Other funds holding BIZD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Lindbrook Capital's BIZD Position: Q4 2024 in Review

Lindbrook Capital sold out of VanEck BDC Income ETF (BIZD) in Q4 2024, closing a stake of 5,650 shares — an estimated $93.6K sold.

Lindbrook Capital first reported a position in BIZD in Q1 2022 and held it in 11 quarters. The position peaked at $101K in Q1 2022. 223 funds tracked by Wall St. Rank hold BIZD as of Q4 2024.

  • Lindbrook Capital reported no remaining VanEck BDC Income ETF position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 5,650 VanEck BDC Income ETF shares in Q4 2024, an estimated $93.6K.
  • Lindbrook Capital first reported a position in VanEck BDC Income ETF in Q1 2022 and held it in 11 quarters.
  • Lindbrook Capital's VanEck BDC Income ETF position peaked at $101K in Q1 2022.
  • 223 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.