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Truvestments Capital’s VanEck BDC Income ETF BIZD Stock Holding History

Truvestments Capital’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
-1,000
Closed -$16K – 743
2023
Q4 		$16K Buy
+1,000
New +$15.6K 0.01% 473
2019
Q4 		– Sell
-2,849
Closed -$48K – 192
2019
Q3 		$48K Hold
2,849
– – 0.03% 271
2019
Q2 		$47K Hold
2,849
– – 0.03% 290
2019
Q1 		$47K Buy
+2,849
New +$45.5K 0.04% 287
2018
Q3 		$432K Sell
25,265
-3,800
-13% -$64.9K 0.21% 113
2018
Q2 		$484K Buy
+29,065
New +$478K 0.3% 97

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
Wells Fargo
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
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

Truvestments Capital's BIZD Position: Q1 2024 in Review

Truvestments Capital sold out of VanEck BDC Income ETF (BIZD) in Q1 2024, closing a stake of 1,000 shares — an estimated $16K sold.

Truvestments Capital first reported a position in BIZD in Q2 2018 and held it in 6 quarters. The position peaked at $484K in Q2 2018. 180 funds tracked by Wall St. Rank hold BIZD as of Q1 2024.

  • Truvestments Capital reported no remaining VanEck BDC Income ETF position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 1,000 VanEck BDC Income ETF shares in Q1 2024, an estimated $16K.
  • Truvestments Capital first reported a position in VanEck BDC Income ETF in Q2 2018 and held it in 6 quarters.
  • Truvestments Capital's VanEck BDC Income ETF position peaked at $484K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.