AXS Investments’s VanEck BDC Income ETF BIZD Stock Holding History

AXS Investments’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
2025 Q1	–	Sell	-90,945	Closed	-$1.51M	–	208
2024 Q4	$1.51M	Buy	+90,945	New	+$1.5M	0.42%	78
2024 Q3	–	Sell	-114,133	Closed	-$1.95M	–	228
2024 Q2	$1.95M	Buy	114,133 +55,133	+93%	+$928K	0.54%	56
2024 Q1	$997K	Sell	59,000 -1,000	-2%	-$16.3K	0.24%	162
2023 Q4	$962K	Sell	60,000 -20,000	-25%	-$313K	0.23%	161
2023 Q3	$1.28M	Buy	80,000 +2,500	+3%	+$39.1K	0.33%	90
2023 Q2	$1.19M	Buy	+77,500	New	+$1.13M	0.32%	123

Other funds holding BIZD

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

CCM

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

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AXS Investments's BIZD Position: Q1 2025 in Review

AXS Investments sold out of VanEck BDC Income ETF (BIZD) in Q1 2025, closing a stake of 90,945 shares — an estimated $1.51M sold.

AXS Investments first reported a position in BIZD in Q2 2023 and held it in 6 quarters. The position peaked at $1.95M in Q2 2024. 218 funds tracked by Wall St. Rank hold BIZD as of Q1 2025.

AXS Investments reported no remaining VanEck BDC Income ETF position as of Q1 2025 after selling out during the quarter.
AXS Investments sold 90,945 VanEck BDC Income ETF shares in Q1 2025, an estimated $1.51M.
AXS Investments first reported a position in VanEck BDC Income ETF in Q2 2023 and held it in 6 quarters.
AXS Investments's VanEck BDC Income ETF position peaked at $1.95M in Q2 2024.
218 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2025.

Based on AXS Investments's 13F filing for Q1 2025, filed 9 May 2025.