Sanctuary Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Sanctuary Wealth Management’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
2024 Q4	$24.2K	Hold	1,454	–	–	0.02%	125
2024 Q3	$24.1K	Hold	1,454	–	–	0.02%	136
2024 Q2	$24.9K	Hold	1,454	–	–	0.02%	118
2024 Q1	$24.6K	Hold	1,454	–	–	0.02%	119
2023 Q4	$23.3K	Hold	1,454	–	–	0.02%	117
2023 Q3	$23.3K	Hold	1,454	–	–	0.03%	101
2023 Q2	$22.3K	Buy	+1,454	New	+$21.3K	0.02%	105
2022 Q4	$20.6K	Buy	+1,454	New	+$21.2K	0.02%	104

Other funds holding BIZD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

IFG

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

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Sanctuary Wealth Management's BIZD Position: Q4 2024 in Review

Sanctuary Wealth Management held its VanEck BDC Income ETF (BIZD) position steady in Q4 2024 at 1,454 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #125.

Sanctuary Wealth Management first reported a position in BIZD in Q4 2022 and has held it in 8 quarters since. The position peaked at $24.9K in Q2 2024. 223 funds tracked by Wall St. Rank hold BIZD as of Q4 2024.

Sanctuary Wealth Management held 1,454 shares of VanEck BDC Income ETF worth $24.2K as of Q4 2024.
Sanctuary Wealth Management left its VanEck BDC Income ETF share count unchanged in Q4 2024.
VanEck BDC Income ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #125 holding.
Sanctuary Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's VanEck BDC Income ETF position peaked at $24.9K in Q2 2024.
223 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.