Credential Qtrade Securities’s VanEck BDC Income ETF BIZD Stock Holding History

Credential Qtrade Securities’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 Q1	–	Sell	-50,440	Closed	-$869K	–	363
2021 Q4	$869K	Buy	50,440 +21,350	+73%	+$370K	0.06%	155
2021 Q3	$500K	Buy	29,090 +5,920	+26%	+$101K	0.04%	176
2021 Q2	$397K	Buy	+23,170	New	+$392K	0.03%	187

Other funds holding BIZD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Credential Qtrade Securities's BIZD Position: Q1 2022 in Review

Credential Qtrade Securities sold out of VanEck BDC Income ETF (BIZD) in Q1 2022, closing a stake of 50,440 shares — an estimated $869K sold.

Credential Qtrade Securities first reported a position in BIZD in Q2 2021 and held it in 3 quarters. The position peaked at $869K in Q4 2021. 118 funds tracked by Wall St. Rank hold BIZD as of Q1 2022.

Credential Qtrade Securities reported no remaining VanEck BDC Income ETF position as of Q1 2022 after selling out during the quarter.
Credential Qtrade Securities sold 50,440 VanEck BDC Income ETF shares in Q1 2022, an estimated $869K.
Credential Qtrade Securities first reported a position in VanEck BDC Income ETF in Q2 2021 and held it in 3 quarters.
Credential Qtrade Securities's VanEck BDC Income ETF position peaked at $869K in Q4 2021.
118 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2022.

Based on Credential Qtrade Securities's 13F filing for Q1 2022, filed 21 Jul 2025.