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Simplicity Solutions’s VanEck BDC Income ETF BIZD Stock Holding History

Simplicity Solutions’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 		$306K Buy
+19,056
New +$298K 0.01% 837
2020
Q1 		– Sell
-24,811
Closed -$416K – 734
2019
Q4 		$416K Sell
24,811
-2,211
-8% -$36.7K 0.01% 593
2019
Q3 		$456K Buy
+27,022
New +$445K 0.02% 441

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Simplicity Solutions's BIZD Position: Q4 2023 in Review

Simplicity Solutions opened a new position in VanEck BDC Income ETF (BIZD) in Q4 2023: 19,056 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BIZD as recently as Q4 2019.

Simplicity Solutions first reported a position in BIZD in Q3 2019 and has held it in 3 quarters since. The position peaked at $456K in Q3 2019. 162 funds tracked by Wall St. Rank hold BIZD as of Q4 2023.

  • Simplicity Solutions held 19,056 shares of VanEck BDC Income ETF worth $306K as of Q4 2023.
  • VanEck BDC Income ETF was a new Simplicity Solutions position in Q4 2023.
  • VanEck BDC Income ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #837 holding.
  • Simplicity Solutions first reported a position in VanEck BDC Income ETF in Q3 2019 and has held it in 3 quarters since.
  • Simplicity Solutions's VanEck BDC Income ETF position peaked at $456K in Q3 2019.
  • 162 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.