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Petix & Botte Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Petix & Botte Financial’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
2020
Q3 		– Sell
-11,386
Closed -$69K – 83
2020
Q2 		$69K Buy
+11,386
New +$126K 0.06% 82

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Petix & Botte Financial's BIZD Position: Q3 2020 in Review

Petix & Botte Financial sold out of VanEck BDC Income ETF (BIZD) in Q3 2020, closing a stake of 11,386 shares — an estimated $69K sold.

Petix & Botte Financial first reported a position in BIZD in Q2 2020 and held it in 1 quarter. The position peaked at $69K in Q2 2020. 63 funds tracked by Wall St. Rank hold BIZD as of Q3 2020.

  • Petix & Botte Financial reported no remaining VanEck BDC Income ETF position as of Q3 2020 after selling out during the quarter.
  • Petix & Botte Financial sold 11,386 VanEck BDC Income ETF shares in Q3 2020, an estimated $69K.
  • Petix & Botte Financial first reported a position in VanEck BDC Income ETF in Q2 2020 and held it in 1 quarter.
  • Petix & Botte Financial's VanEck BDC Income ETF position peaked at $69K in Q2 2020.
  • 63 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2020.

Based on Petix & Botte Financial's 13F filing for Q3 2020, filed 30 Oct 2020.