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WFG Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

WFG Advisors’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
2017
Q2 		$456K Buy
24,838
+7,068
+40% +$131K 0.1% 210
2017
Q1 		$342K Buy
17,770
+1,879
+12% +$35.2K 0.09% 237
2016
Q4 		$286K Buy
15,891
+974
+7% +$17.1K 0.07% 289
2016
Q3 		$266K Buy
14,917
+3,214
+27% +$55.9K 0.07% 298
2016
Q2 		$195K Buy
+11,703
New +$191K 0.05% 349
2016
Q1 		– Sell
-10,657
Closed -$168K – 1536
2015
Q4 		$168K Buy
10,657
+1,365
+15% +$22.3K 0.05% 330
2015
Q3 		$146K Buy
9,292
+200
+2% +$3.4K 0.05% 361
2015
Q2 		$163K Buy
9,092
+4,224
+87% +$77.3K 0.04% 396
2015
Q1 		$91K Sell
4,868
-206
-4% -$3.77K 0.03% 559
2014
Q4 		$91K Sell
5,074
-201
-4% -$3.8K 0.02% 668
2014
Q3 		$103K Buy
5,275
+3,275
+164% +$66.6K 0.02% 655
2014
Q2 		$42K Buy
+2,000
New +$39.9K 0.01% 975

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
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFG Advisors's BIZD Position: Q2 2017 in Review

WFG Advisors increased its VanEck BDC Income ETF (BIZD) stake by 40% in Q2 2017, buying an estimated $131K and bringing the position to 24,838 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #210.

WFG Advisors first reported a position in BIZD in Q2 2014 and has held it in 12 quarters since. 44 funds tracked by Wall St. Rank hold BIZD as of Q2 2017.

  • WFG Advisors held 24,838 shares of VanEck BDC Income ETF worth $456K as of Q2 2017.
  • WFG Advisors bought 7,068 VanEck BDC Income ETF shares in Q2 2017, an estimated $131K.
  • VanEck BDC Income ETF made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #210 holding.
  • WFG Advisors first reported a position in VanEck BDC Income ETF in Q2 2014 and has held it in 12 quarters since.
  • 44 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.