American Portfolios Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

American Portfolios Advisors’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 Q3	$79.5K	Hold	5,862	–	–	﹤0.01%	1476
2022 Q2	$88.5K	Buy	5,862 +250	+4%	+$4.09K	﹤0.01%	1467
2022 Q1	$101K	Hold	5,612	–	–	﹤0.01%	1504
2021 Q4	$96.6K	Buy	5,612 +300	+6%	+$5.2K	﹤0.01%	1532
2021 Q3	$91.1K	Hold	5,312	–	–	﹤0.01%	1499
2021 Q2	$91.2K	Hold	5,312	–	–	﹤0.01%	1468
2021 Q1	$86.1K	Hold	5,312	–	–	﹤0.01%	1382
2020 Q4	$72.9K	Sell	5,312 -1,450	-21%	-$18.7K	﹤0.01%	1281
2020 Q3	$82.2K	Hold	6,762	–	–	﹤0.01%	1139
2020 Q2	$82.2K	Hold	6,762	–	–	0.01%	1072
2020 Q1	$63.1K	Hold	6,762	–	–	0.01%	1070
2019 Q4	$113K	Hold	6,762	–	–	0.01%	986
2019 Q3	$114K	Sell	6,762 -2,977	-31%	-$49.1K	0.01%	948
2019 Q2	$162K	Sell	9,739 -18,511	-66%	-$303K	0.01%	792
2019 Q1	$462K	Buy	+28,250	New	+$452K	0.04%	388
2018 Q3	–	Sell	-1,193	Closed	-$19.9K	–	2416
2018 Q2	$19.9K	Buy	1,193 +110	+10%	+$1.81K	﹤0.01%	1454
2018 Q1	$17.6K	Buy	1,083 +1,022	+1,675%	+$16.6K	﹤0.01%	1425
2017 Q4	$1.01K	Buy	+61	New	+$1.05K	﹤0.01%	2144

Other funds holding BIZD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

American Portfolios Advisors's BIZD Position: Q3 2022 in Review

American Portfolios Advisors held its VanEck BDC Income ETF (BIZD) position steady in Q3 2022 at 5,862 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

American Portfolios Advisors first reported a position in BIZD in Q4 2017 and has held it in 18 quarters since. The position peaked at $462K in Q1 2019. 126 funds tracked by Wall St. Rank hold BIZD as of Q3 2022.

American Portfolios Advisors held 5,862 shares of VanEck BDC Income ETF worth $79.5K as of Q3 2022.
American Portfolios Advisors left its VanEck BDC Income ETF share count unchanged in Q3 2022.
VanEck BDC Income ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1476 holding.
American Portfolios Advisors first reported a position in VanEck BDC Income ETF in Q4 2017 and has held it in 18 quarters since.
American Portfolios Advisors's VanEck BDC Income ETF position peaked at $462K in Q1 2019.
126 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.