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Vaneck Vectors Etf Tr bdc income etf shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Vaneck Vectors Etf Tr bdc income etf (BIZD) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Vaneck Vectors Etf Tr bdc income etf

Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20251M1.5M2M2.5M50k100k150k
Value ($)Share countHistorical BIZD position of Kingswood Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Vectors Etf Tr bdc income etf held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Vectors Etf Tr bdc income etf by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 152k 16.63
2024-06-30 $1.4M 81k 17.11
2024-03-31 $1.2M 73k 16.90
2023-12-31 $1.1M 67k 16.04
2023-06-30 $816k 53k 15.36

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding Vaneck Vectors Etf Tr bdc income etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Condor Capital Management
Mission Hills Financial Advisory
Haven Private
Goss Wealth Management
Steward Partners Investment Advisory
Advisor Group Holdings
Stifel Financial
Royal Bank of Canada
Envestnet Asset Management
Two Sigma Investments

View all funds holding Vaneck Vectors Etf Tr bdc income etf