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

Seven Springs 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
2022
Q1 		– Sell
-22,176
Closed -$382K – 66
2021
Q4 		$382K Buy
+22,176
New +$385K 0.17% 51

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Seven Springs Wealth Group's BIZD Position: Q1 2022 in Review

Seven Springs Wealth Group sold out of VanEck BDC Income ETF (BIZD) in Q1 2022, closing a stake of 22,176 shares — an estimated $382K sold.

Seven Springs Wealth Group first reported a position in BIZD in Q4 2021 and held it in 1 quarter. The position peaked at $382K in Q4 2021. 118 funds tracked by Wall St. Rank hold BIZD as of Q1 2022.

  • Seven Springs Wealth Group reported no remaining VanEck BDC Income ETF position as of Q1 2022 after selling out during the quarter.
  • Seven Springs Wealth Group sold 22,176 VanEck BDC Income ETF shares in Q1 2022, an estimated $382K.
  • Seven Springs Wealth Group first reported a position in VanEck BDC Income ETF in Q4 2021 and held it in 1 quarter.
  • Seven Springs Wealth Group's VanEck BDC Income ETF position peaked at $382K in Q4 2021.
  • 118 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2022.

Based on Seven Springs Wealth Group's 13F filing for Q1 2022, filed 9 May 2022.