Ahrens Investment Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Ahrens Investment 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
2023 Q1	$37.6K	Buy	+2,538	New	+$38.1K	0.02%	368
2022 Q3	–	Sell	-4,138	Closed	-$62K	–	243
2022 Q2	$62K	Sell	4,138 -1,500	-27%	-$24.5K	0.03%	298
2022 Q1	$101K	Sell	5,638 -5,500	-49%	-$96.4K	0.03%	270
2021 Q4	$192K	Sell	11,138 -8,700	-44%	-$151K	0.08%	191
2021 Q3	$340K	Sell	19,838 -12,600	-39%	-$216K	0.16%	135
2021 Q2	$557K	Buy	+32,438	New	+$548K	0.26%	105
2020 Q1	–	Sell	-41,800	Closed	-$700K	–	140
2019 Q4	$700K	Buy	41,800 +8,600	+26%	+$143K	0.29%	67
2019 Q3	$560K	Buy	33,200 +30,660	+1,207%	+$505K	0.25%	70
2019 Q2	$422K	Sell	2,540 -20,260	-89%	-$332K	0.19%	80
2019 Q1	$373K	Sell	22,800 -13,300	-37%	-$213K	0.17%	88
2018 Q4	$507K	Buy	+36,100	New	+$570K	0.24%	73

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

Ahrens Investment Partners's BIZD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in VanEck BDC Income ETF (BIZD) in Q1 2023: 2,538 shares worth $37.6K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BIZD as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BIZD in Q4 2018 and has held it in 11 quarters since. The position peaked at $700K in Q4 2019. 131 funds tracked by Wall St. Rank hold BIZD as of Q1 2023.

Ahrens Investment Partners held 2,538 shares of VanEck BDC Income ETF worth $37.6K as of Q1 2023.
VanEck BDC Income ETF was a new Ahrens Investment Partners position in Q1 2023.
VanEck BDC Income ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #368 holding.
Ahrens Investment Partners first reported a position in VanEck BDC Income ETF in Q4 2018 and has held it in 11 quarters since.
Ahrens Investment Partners's VanEck BDC Income ETF position peaked at $700K in Q4 2019.
131 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.