SFS
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Sowell Financial Services’s VanEck BDC Income ETF BIZD Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-47,313
Closed -$770K – 1081
2025
Q2 		$770K Buy
47,313
+1,761
+4% +$27.6K 0.03% 491
2025
Q1 		$763K Buy
45,552
+4,719
+12% +$80.6K 0.03% 473
2024
Q4 		$679K Buy
+40,833
New +$673K 0.04% 374
2020
Q3 		– Sell
-1,343
Closed -$16K – 2528
2020
Q2 		$16K Buy
1,343
+1,198
+826% +$13.3K ﹤0.01% 1525
2020
Q1 		$1K Buy
145
+50
+53% +$750 ﹤0.01% 2198
2019
Q4 		$2K Sell
95
-99
-51% -$1.64K ﹤0.01% 2165
2019
Q3 		$3K Buy
+194
New +$3.2K ﹤0.01% 1905

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return