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CWA Asset Management Group’s VanEck BDC Income ETF BIZD Stock Holding History

CWA Asset Management Group’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
2020
Q1 		– Sell
-27,905
Closed -$467K – 235
2019
Q4 		$467K Buy
27,905
+11,475
+70% +$190K 0.08% 143
2019
Q3 		$277K Buy
16,430
+1,200
+8% +$19.8K 0.04% 172
2019
Q2 		$253K Buy
+15,230
New +$250K 0.04% 189

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA Asset Management Group's BIZD Position: Q1 2020 in Review

CWA Asset Management Group sold out of VanEck BDC Income ETF (BIZD) in Q1 2020, closing a stake of 27,905 shares — an estimated $467K sold.

CWA Asset Management Group first reported a position in BIZD in Q2 2019 and held it in 3 quarters. The position peaked at $467K in Q4 2019. 63 funds tracked by Wall St. Rank hold BIZD as of Q1 2020.

  • CWA Asset Management Group reported no remaining VanEck BDC Income ETF position as of Q1 2020 after selling out during the quarter.
  • CWA Asset Management Group sold 27,905 VanEck BDC Income ETF shares in Q1 2020, an estimated $467K.
  • CWA Asset Management Group first reported a position in VanEck BDC Income ETF in Q2 2019 and held it in 3 quarters.
  • CWA Asset Management Group's VanEck BDC Income ETF position peaked at $467K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2020.

Based on CWA Asset Management Group's 13F filing for Q1 2020, filed 15 May 2020.