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WealthSource Partners’s VanEck BDC Income ETF BIZD Stock Holding History

WealthSource 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
2022
Q3 		– Sell
-60,085
Closed -$907K – 497
2022
Q2 		$907K Buy
60,085
+26,390
+78% +$432K 0.07% 203
2022
Q1 		$603K Sell
33,695
-1,970
-6% -$34.5K 0.04% 307
2021
Q4 		$614K Buy
35,665
+2,650
+8% +$46K 0.05% 281
2021
Q3 		$566K Buy
33,015
+12,195
+59% +$209K 0.05% 273
2021
Q2 		$357K Buy
+20,820
New +$352K 0.03% 329

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

WealthSource Partners's BIZD Position: Q3 2022 in Review

WealthSource Partners sold out of VanEck BDC Income ETF (BIZD) in Q3 2022, closing a stake of 60,085 shares — an estimated $907K sold.

WealthSource Partners first reported a position in BIZD in Q2 2021 and held it in 5 quarters. The position peaked at $907K in Q2 2022. 126 funds tracked by Wall St. Rank hold BIZD as of Q3 2022.

  • WealthSource Partners reported no remaining VanEck BDC Income ETF position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 60,085 VanEck BDC Income ETF shares in Q3 2022, an estimated $907K.
  • WealthSource Partners first reported a position in VanEck BDC Income ETF in Q2 2021 and held it in 5 quarters.
  • WealthSource Partners's VanEck BDC Income ETF position peaked at $907K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.