Hillsdale Investment Management’s VanEck BDC Income ETF BIZD Stock Holding History

Hillsdale Investment Management’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
2023 Q2	–	Sell	-2,150	Closed	-$31.9K	–	562
2023 Q1	$31.9K	Buy	2,150 +750	+54%	+$11.3K	﹤0.01%	505
2022 Q4	$19.8K	Sell	1,400 -400	-22%	-$5.84K	﹤0.01%	502
2022 Q3	$24K	Sell	1,800 -700	-28%	-$10.9K	﹤0.01%	477
2022 Q2	$38K	Sell	2,500 -6,040	-71%	-$98.8K	﹤0.01%	464
2022 Q1	$153K	Sell	8,540 -2,100	-20%	-$36.8K	0.01%	410
2021 Q4	$183K	Buy	10,640 +2,640	+33%	+$45.8K	0.01%	406
2021 Q3	$137K	Hold	8,000	–	–	0.01%	423
2021 Q2	$137K	Hold	8,000	–	–	0.01%	420
2021 Q1	$130K	Sell	8,000 -4,000	-33%	-$60.6K	0.01%	417
2020 Q4	$165K	Hold	12,000	–	–	0.02%	395
2020 Q3	$146K	Buy	+12,000	New	+$143K	0.01%	400

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CCM

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Hillsdale Investment Management's BIZD Position: Q2 2023 in Review

Hillsdale Investment Management sold out of VanEck BDC Income ETF (BIZD) in Q2 2023, closing a stake of 2,150 shares — an estimated $31.9K sold.

Hillsdale Investment Management first reported a position in BIZD in Q3 2020 and held it in 11 quarters. The position peaked at $183K in Q4 2021. 145 funds tracked by Wall St. Rank hold BIZD as of Q2 2023.

Hillsdale Investment Management reported no remaining VanEck BDC Income ETF position as of Q2 2023 after selling out during the quarter.
Hillsdale Investment Management sold 2,150 VanEck BDC Income ETF shares in Q2 2023, an estimated $31.9K.
Hillsdale Investment Management first reported a position in VanEck BDC Income ETF in Q3 2020 and held it in 11 quarters.
Hillsdale Investment Management's VanEck BDC Income ETF position peaked at $183K in Q4 2021.
145 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.