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

Almanack 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
2022
Q4 		– Sell
-154
Closed -$2K – 291
2022
Q3 		$2K Buy
+154
New +$2.4K ﹤0.01% 695

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Almanack Investment Partners's BIZD Position: Q4 2022 in Review

Almanack Investment Partners sold out of VanEck BDC Income ETF (BIZD) in Q4 2022, closing a stake of 154 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in BIZD in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 133 funds tracked by Wall St. Rank hold BIZD as of Q4 2022.

  • Almanack Investment Partners reported no remaining VanEck BDC Income ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 154 VanEck BDC Income ETF shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in VanEck BDC Income ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's VanEck BDC Income ETF position peaked at $2K in Q3 2022.
  • 133 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.