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

Simplicity Wealth’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
Q3 		– Sell
-20,224
Closed -$346K – 558
2024
Q2 		$346K Sell
20,224
-450
-2% -$7.57K 0.01% 902
2024
Q1 		$349K Buy
+20,674
New +$338K 0.01% 865

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Simplicity Wealth's BIZD Position: Q3 2024 in Review

Simplicity Wealth sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 20,224 shares — an estimated $346K sold.

Simplicity Wealth first reported a position in BIZD in Q1 2024 and held it in 2 quarters. The position peaked at $349K in Q1 2024. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

  • Simplicity Wealth reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 20,224 VanEck BDC Income ETF shares in Q3 2024, an estimated $346K.
  • Simplicity Wealth first reported a position in VanEck BDC Income ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's VanEck BDC Income ETF position peaked at $349K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.