Lloyd Advisory Services
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Lloyd Advisory Services’s VanEck BDC Income ETF BIZD Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-128,331
Closed -$6.3M – 164
2023
Q3 		$6.3M Buy
+128,331
New +$2.01M 2.07% 9

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Wells Fargo
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Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Hilltop Holdings
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lloyd Advisory Services's BIZD Position: Q4 2023 in Review

Lloyd Advisory Services sold out of VanEck BDC Income ETF (BIZD) in Q4 2023, closing a stake of 128,331 shares — an estimated $6.3M sold.

Lloyd Advisory Services first reported a position in BIZD in Q3 2023 and held it in 1 quarter. The position peaked at $6.3M in Q3 2023. 162 funds tracked by Wall St. Rank hold BIZD as of Q4 2023.

  • Lloyd Advisory Services reported no remaining VanEck BDC Income ETF position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 128,331 VanEck BDC Income ETF shares in Q4 2023, an estimated $6.3M.
  • Lloyd Advisory Services first reported a position in VanEck BDC Income ETF in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's VanEck BDC Income ETF position peaked at $6.3M in Q3 2023.
  • 162 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.