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CFO4Life’s VanEck BDC Income ETF BIZD Stock Holding History

CFO4Life’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 		$856K Buy
+60,470
New +$883K 0.18% 68

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 $1.37T AUM 24.88% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFO4Life's BIZD Position: Q4 2022 in Review

CFO4Life opened a new position in VanEck BDC Income ETF (BIZD) in Q4 2022: 60,470 shares worth $856K. The stake represents 0.18% of the portfolio and ranks #68 among its holdings.

133 funds tracked by Wall St. Rank hold BIZD as of Q4 2022.

  • CFO4Life held 60,470 shares of VanEck BDC Income ETF worth $856K as of Q4 2022.
  • VanEck BDC Income ETF was a new CFO4Life position in Q4 2022.
  • VanEck BDC Income ETF made up 0.18% of CFO4Life's portfolio in Q4 2022, its #68 holding.
  • 133 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.