Advisory Research’s VanEck BDC Income ETF BIZD Stock Holding History

Advisory Research’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
2023 Q1	–	Sell	-23,100	Closed	-$327K	–	362
2022 Q4	$327K	Buy	+23,100	New	+$337K	0.03%	288
2021 Q1	–	Sell	-35,934	Closed	-$494K	–	347
2020 Q4	$494K	Buy	+35,934	New	+$463K	0.04%	260
2019 Q1	–	Sell	-11,867	Closed	-$167K	–	349
2018 Q4	$167K	Buy	+11,867	New	+$187K	﹤0.01%	359
2018 Q1	–	Sell	-11,398	Closed	-$189K	–	376
2017 Q4	$189K	Buy	+11,398	New	+$195K	﹤0.01%	402

Other funds holding BIZD

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

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

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

CCM

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Shilanski & Associates Anchorage, Alaska $376M AUM 19.08% 1-Year Est. Return

Advisory Research's BIZD Position: Q1 2023 in Review

Advisory Research sold out of VanEck BDC Income ETF (BIZD) in Q1 2023, closing a stake of 23,100 shares — an estimated $327K sold.

Advisory Research first reported a position in BIZD in Q4 2017 and held it in 4 quarters. The position peaked at $494K in Q4 2020. 131 funds tracked by Wall St. Rank hold BIZD as of Q1 2023.

Advisory Research reported no remaining VanEck BDC Income ETF position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 23,100 VanEck BDC Income ETF shares in Q1 2023, an estimated $327K.
Advisory Research first reported a position in VanEck BDC Income ETF in Q4 2017 and held it in 4 quarters.
Advisory Research's VanEck BDC Income ETF position peaked at $494K in Q4 2020.
131 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.