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

Advisors Preferred’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	-42,167	Closed	-$701K	–	193
2024 Q2	$701K	Buy	42,167 +22,010	+109%	+$370K	0.12%	77
2024 Q1	$328K	Buy	20,157 +11,822	+142%	+$193K	0.06%	108
2023 Q4	$134K	Buy	+8,335	New	+$130K	0.02%	141
2022 Q1	–	Sell	-1,387	Closed	-$24K	–	152
2021 Q4	$24K	Buy	+1,387	New	+$24.1K	﹤0.01%	160

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Advisors Preferred's BIZD Position: Q3 2024 in Review

Advisors Preferred sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 42,167 shares — an estimated $701K sold.

Advisors Preferred first reported a position in BIZD in Q4 2021 and held it in 4 quarters. The position peaked at $701K in Q2 2024. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

Advisors Preferred reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
Advisors Preferred sold 42,167 VanEck BDC Income ETF shares in Q3 2024, an estimated $701K.
Advisors Preferred first reported a position in VanEck BDC Income ETF in Q4 2021 and held it in 4 quarters.
Advisors Preferred's VanEck BDC Income ETF position peaked at $701K in Q2 2024.
188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.