SMC
BIZD icon

Smith, Moore & Co’s VanEck BDC Income ETF BIZD Stock Holding History

Smith, Moore & Co’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 		– Sell
-53,053
Closed -$879K – 484
2024
Q3 		$879K Sell
53,053
-41,045
-44% -$674K 0.08% 198
2024
Q2 		$1.61M Buy
94,098
+14,670
+18% +$247K 0.17% 120
2024
Q1 		$1.34M Buy
79,428
+12,158
+18% +$199K 0.14% 135
2023
Q4 		$1.08M Buy
67,270
+6,920
+11% +$108K 0.13% 148
2023
Q3 		$967K Buy
60,350
+39,937
+196% +$625K 0.13% 151
2023
Q2 		$314K Buy
+20,413
New +$299K 0.04% 307

Other funds holding BIZD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Smith, Moore & Co's BIZD Position: Q4 2024 in Review

Smith, Moore & Co sold out of VanEck BDC Income ETF (BIZD) in Q4 2024, closing a stake of 53,053 shares — an estimated $879K sold.

Smith, Moore & Co first reported a position in BIZD in Q2 2023 and held it in 6 quarters. The position peaked at $1.61M in Q2 2024. 223 funds tracked by Wall St. Rank hold BIZD as of Q4 2024.

  • Smith, Moore & Co reported no remaining VanEck BDC Income ETF position as of Q4 2024 after selling out during the quarter.
  • Smith, Moore & Co sold 53,053 VanEck BDC Income ETF shares in Q4 2024, an estimated $879K.
  • Smith, Moore & Co first reported a position in VanEck BDC Income ETF in Q2 2023 and held it in 6 quarters.
  • Smith, Moore & Co's VanEck BDC Income ETF position peaked at $1.61M in Q2 2024.
  • 223 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2024.

Based on Smith, Moore & Co's 13F filing for Q4 2024, filed 13 Feb 2025.