Seaview Investment Managers’s VanEck BDC Income ETF BIZD Stock Holding History

Seaview Investment Managers’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
2025 Q1	–	Sell	-24,796	Closed	-$412K	–	130
2024 Q4	$412K	Buy	24,796 +14,133	+133%	+$233K	0.11%	59
2024 Q3	$177K	Sell	10,663 -3,131	-23%	-$51.4K	0.05%	74
2024 Q2	$236K	Buy	+13,794	New	+$232K	0.07%	76
2022 Q4	–	Sell	-14,868	Closed	-$202K	–	91
2022 Q3	$202K	Buy	14,868 +4,759	+47%	+$74.2K	0.08%	80
2022 Q2	$153K	Buy	+10,109	New	+$165K	0.07%	89

Other funds holding BIZD

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

CCM

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

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

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

Seaview Investment Managers's BIZD Position: Q1 2025 in Review

Seaview Investment Managers sold out of VanEck BDC Income ETF (BIZD) in Q1 2025, closing a stake of 24,796 shares — an estimated $412K sold.

Seaview Investment Managers first reported a position in BIZD in Q2 2022 and held it in 5 quarters. The position peaked at $412K in Q4 2024. 219 funds tracked by Wall St. Rank hold BIZD as of Q1 2025.

Seaview Investment Managers reported no remaining VanEck BDC Income ETF position as of Q1 2025 after selling out during the quarter.
Seaview Investment Managers sold 24,796 VanEck BDC Income ETF shares in Q1 2025, an estimated $412K.
Seaview Investment Managers first reported a position in VanEck BDC Income ETF in Q2 2022 and held it in 5 quarters.
Seaview Investment Managers's VanEck BDC Income ETF position peaked at $412K in Q4 2024.
219 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2025.

Based on Seaview Investment Managers's 13F filing for Q1 2025, filed 13 May 2025.