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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 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.