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Patriot Financial Group Insurance Agency’s VanEck BDC Income ETF BIZD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,400
Closed -$21K – 570
2022
Q2 		$21K Hold
1,400
– – ﹤0.01% 985
2022
Q1 		$25K Hold
1,400
– – ﹤0.01% 1001
2021
Q4 		$24K Hold
1,400
– – ﹤0.01% 1132
2021
Q3 		$24K Hold
1,400
– – ﹤0.01% 1130
2021
Q2 		$24K Buy
1,400
+250
+22% +$4.22K ﹤0.01% 1102
2021
Q1 		$19K Sell
1,150
-262
-19% -$3.97K ﹤0.01% 1107
2020
Q4 		$19K Hold
1,412
– – ﹤0.01% 985
2020
Q3 		$17K Hold
1,412
– – 0.01% 847
2020
Q2 		$17K Hold
1,412
– – 0.01% 788
2020
Q1 		$13K Sell
1,412
-700
-33% -$10.5K 0.01% 772
2019
Q4 		$35K Sell
2,112
-150
-7% -$2.49K 0.01% 543
2019
Q3 		$38K Sell
2,262
-600
-21% -$9.89K 0.02% 487
2019
Q2 		$47K Hold
2,862
– – 0.02% 443
2019
Q1 		$47K Sell
2,862
-1,050
-27% -$16.8K 0.02% 395
2018
Q4 		$54K Sell
3,912
-2,994
-43% -$47.3K 0.04% 307
2018
Q3 		$118K Buy
6,906
+4,506
+188% +$76.9K 0.07% 183
2018
Q2 		$40K Hold
2,400
– – 0.04% 203
2018
Q1 		$38K Buy
+2,400
New +$39K 0.03% 359
2017
Q2 		– Sell
-200
Closed -$4K – 916
2017
Q1 		$4K Hold
200
– – ﹤0.01% 652
2016
Q4 		$4K Buy
+200
New +$3.52K 0.01% 588

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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BIZD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VanEck BDC Income ETF (BIZD) in Q3 2022, closing a stake of 1,400 shares — an estimated $21K sold.

Patriot Financial Group Insurance Agency first reported a position in BIZD in Q4 2016 and held it in 20 quarters. The position peaked at $118K in Q3 2018. 126 funds tracked by Wall St. Rank hold BIZD as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining VanEck BDC Income ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,400 VanEck BDC Income ETF shares in Q3 2022, an estimated $21K.
  • Patriot Financial Group Insurance Agency first reported a position in VanEck BDC Income ETF in Q4 2016 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's VanEck BDC Income ETF position peaked at $118K in Q3 2018.
  • 126 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.