Cardan Capital Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Cardan Capital 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
2021 Q3	$1.96M	Sell	114,123 -7,545	-6%	-$129K	0.22%	100
2021 Q2	$2.09M	Buy	121,668 +19,124	+19%	+$323K	0.23%	105
2021 Q1	$1.66M	Buy	+102,544	New	+$1.55M	0.2%	106
2018 Q3	–	Sell	-10,002	Closed	-$166K	–	179
2018 Q2	$166K	Buy	+10,002	New	+$164K	0.03%	175

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

CCM

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

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

Cardan Capital Partners's BIZD Position: Q3 2021 in Review

Cardan Capital Partners reduced its VanEck BDC Income ETF (BIZD) stake by 6.2% in Q3 2021, selling an estimated $129K and leaving 114,123 shares worth $1.96M. The position accounts for 0.22% of the portfolio, ranked #100.

Cardan Capital Partners first reported a position in BIZD in Q2 2018 and has held it in 4 quarters since. The position peaked at $2.09M in Q2 2021. 113 funds tracked by Wall St. Rank hold BIZD as of Q3 2021.

Cardan Capital Partners held 114,123 shares of VanEck BDC Income ETF worth $1.96M as of Q3 2021.
Cardan Capital Partners sold 7,545 VanEck BDC Income ETF shares in Q3 2021, an estimated $129K.
VanEck BDC Income ETF made up 0.22% of Cardan Capital Partners's portfolio in Q3 2021, its #100 holding.
Cardan Capital Partners first reported a position in VanEck BDC Income ETF in Q2 2018 and has held it in 4 quarters since.
Cardan Capital Partners's VanEck BDC Income ETF position peaked at $2.09M in Q2 2021.
113 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.