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

Tradition Wealth 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
2024 Q1	–	Sell	-726	Closed	-$12K	–	468
2023 Q4	$12K	Hold	726	–	–	﹤0.01%	955
2023 Q3	$12K	Hold	726	–	–	﹤0.01%	964
2023 Q2	$11K	Hold	726	–	–	﹤0.01%	1016
2023 Q1	$11K	Hold	726	–	–	﹤0.01%	978
2022 Q4	$10K	Hold	726	–	–	﹤0.01%	903
2022 Q3	$10K	Hold	726	–	–	﹤0.01%	925
2022 Q2	$11K	Hold	726	–	–	﹤0.01%	792
2022 Q1	$13K	Hold	726	–	–	﹤0.01%	824
2021 Q4	$12K	Hold	726	–	–	﹤0.01%	860
2021 Q3	$12K	Buy	726 +120	+20%	+$2.05K	﹤0.01%	859
2021 Q2	$10K	Buy	+606	New	+$10.2K	﹤0.01%	940

Other funds holding BIZD

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

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

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

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Tradition Wealth Management's BIZD Position: Q1 2024 in Review

Tradition Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q1 2024, closing a stake of 726 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in BIZD in Q2 2021 and held it in 11 quarters. The position peaked at $13K in Q1 2022. 180 funds tracked by Wall St. Rank hold BIZD as of Q1 2024.

Tradition Wealth Management reported no remaining VanEck BDC Income ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 726 VanEck BDC Income ETF shares in Q1 2024, an estimated $12K.
Tradition Wealth Management first reported a position in VanEck BDC Income ETF in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's VanEck BDC Income ETF position peaked at $13K in Q1 2022.
180 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.