TWP
BIZD icon

Triad Wealth Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Triad Wealth Partners’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
-779
Closed -$13.3K – 148
2024
Q2 		$13.3K Buy
+779
New +$13.1K 0.01% 417

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 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 $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Triad Wealth Partners's BIZD Position: Q3 2024 in Review

Triad Wealth Partners sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 779 shares — an estimated $13.3K sold.

Triad Wealth Partners first reported a position in BIZD in Q2 2024 and held it in 1 quarter. The position peaked at $13.3K in Q2 2024. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

  • Triad Wealth Partners reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 779 VanEck BDC Income ETF shares in Q3 2024, an estimated $13.3K.
  • Triad Wealth Partners first reported a position in VanEck BDC Income ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's VanEck BDC Income ETF position peaked at $13.3K in Q2 2024.
  • 188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.