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Strategic Financial Concepts’s VanEck BDC Income ETF BIZD Stock Holding History

Strategic Financial Concepts’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
-17,363
Closed -$1.03K – 296
2024
Q2 		$1.03K Buy
+17,363
New +$292K ﹤0.01% 601

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

Strategic Financial Concepts's BIZD Position: Q3 2024 in Review

Strategic Financial Concepts sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 17,363 shares — an estimated $1.03K sold.

Strategic Financial Concepts first reported a position in BIZD in Q2 2024 and held it in 1 quarter. The position peaked at $1.03K in Q2 2024. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

  • Strategic Financial Concepts reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 17,363 VanEck BDC Income ETF shares in Q3 2024, an estimated $1.03K.
  • Strategic Financial Concepts first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's VanEck BDC Income ETF position peaked at $1.03K in Q2 2024.
  • 188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.