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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

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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.