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Axiom Investment Management’s VanEck BDC Income ETF BIZD Stock Holding History

Axiom Investment Management’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 		$181K Sell
12,800
-7,200
-36% -$105K 0.47% 61
2022
Q3 		$272K Hold
20,000
– – 0.54% 41
2022
Q2 		$302K Buy
+20,000
New +$327K 0.87% 45

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Axiom Investment Management's BIZD Position: Q4 2022 in Review

Axiom Investment Management reduced its VanEck BDC Income ETF (BIZD) stake by 36% in Q4 2022, selling an estimated $105K and leaving 12,800 shares worth $181K. The position accounts for 0.47% of the portfolio, ranked #61.

Axiom Investment Management first reported a position in BIZD in Q2 2022 and has held it in 3 quarters since. The position peaked at $302K in Q2 2022. 133 funds tracked by Wall St. Rank hold BIZD as of Q4 2022.

  • Axiom Investment Management held 12,800 shares of VanEck BDC Income ETF worth $181K as of Q4 2022.
  • Axiom Investment Management sold 7,200 VanEck BDC Income ETF shares in Q4 2022, an estimated $105K.
  • VanEck BDC Income ETF made up 0.47% of Axiom Investment Management's portfolio in Q4 2022, its #61 holding.
  • Axiom Investment Management first reported a position in VanEck BDC Income ETF in Q2 2022 and has held it in 3 quarters since.
  • Axiom Investment Management's VanEck BDC Income ETF position peaked at $302K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.