TWA
BIZD icon

TCI Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

TCI Wealth Advisors’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
2022
Q3 		– Sell
-87
Closed -$1K – 2261
2022
Q2 		$1K Buy
+87
New +$1.42K ﹤0.01% 2096

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCI Wealth Advisors's BIZD Position: Q3 2022 in Review

TCI Wealth Advisors sold out of VanEck BDC Income ETF (BIZD) in Q3 2022, closing a stake of 87 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in BIZD in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 126 funds tracked by Wall St. Rank hold BIZD as of Q3 2022.

  • TCI Wealth Advisors reported no remaining VanEck BDC Income ETF position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 87 VanEck BDC Income ETF shares in Q3 2022, an estimated $1K.
  • TCI Wealth Advisors first reported a position in VanEck BDC Income ETF in Q2 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's VanEck BDC Income ETF position peaked at $1K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.