Portside Wealth Group’s VanEck BDC Income ETF BIZD Stock Holding History

Portside Wealth Group’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	-25,425	Closed	-$408K	–	361
2023 Q3	$408K	Buy	25,425 +53	+0.2%	+$829	0.08%	216
2023 Q2	$390K	Buy	+25,372	New	+$371K	0.07%	222

Other funds holding BIZD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Portside Wealth Group's BIZD Position: Q4 2023 in Review

Portside Wealth Group sold out of VanEck BDC Income ETF (BIZD) in Q4 2023, closing a stake of 25,425 shares — an estimated $408K sold.

Portside Wealth Group first reported a position in BIZD in Q2 2023 and held it in 2 quarters. The position peaked at $408K in Q3 2023. 162 funds tracked by Wall St. Rank hold BIZD as of Q4 2023.

Portside Wealth Group reported no remaining VanEck BDC Income ETF position as of Q4 2023 after selling out during the quarter.
Portside Wealth Group sold 25,425 VanEck BDC Income ETF shares in Q4 2023, an estimated $408K.
Portside Wealth Group first reported a position in VanEck BDC Income ETF in Q2 2023 and held it in 2 quarters.
Portside Wealth Group's VanEck BDC Income ETF position peaked at $408K in Q3 2023.
162 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2023.

Based on Portside Wealth Group's 13F filing for Q4 2023, filed 16 Jan 2024.