Tradition Asset Management’s VanEck BDC Income ETF BIZD Stock Holding History

Tradition Asset Management’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
2020 Q2	$320K	Sell	26,394 -31,444	-54%	-$349K	0.09%	138
2020 Q1	$539K	Buy	57,838 +1,084	+2%	+$16.3K	0.18%	113
2019 Q4	$950K	Buy	56,754 +7,933	+16%	+$132K	0.23%	101
2019 Q3	$823K	Buy	+48,821	New	+$805K	0.21%	107

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Tradition Asset Management's BIZD Position: Q2 2020 in Review

Tradition Asset Management reduced its VanEck BDC Income ETF (BIZD) stake by 54% in Q2 2020, selling an estimated $349K and leaving 26,394 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #138.

Tradition Asset Management first reported a position in BIZD in Q3 2019 and has held it in 4 quarters since. The position peaked at $950K in Q4 2019. 59 funds tracked by Wall St. Rank hold BIZD as of Q2 2020.

Tradition Asset Management held 26,394 shares of VanEck BDC Income ETF worth $320K as of Q2 2020.
Tradition Asset Management sold 31,444 VanEck BDC Income ETF shares in Q2 2020, an estimated $349K.
VanEck BDC Income ETF made up 0.09% of Tradition Asset Management's portfolio in Q2 2020, its #138 holding.
Tradition Asset Management first reported a position in VanEck BDC Income ETF in Q3 2019 and has held it in 4 quarters since.
Tradition Asset Management's VanEck BDC Income ETF position peaked at $950K in Q4 2019.
59 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.