Luken Investment Analytics’s VanEck BDC Income ETF BIZD Stock Holding History

Luken Investment Analytics’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
2025 Q1	–	Sell	-9,099	Closed	-$151K	–	151
2024 Q4	$151K	Hold	9,099	–	–	0.07%	53
2024 Q3	$151K	Buy	9,099 +102	+1%	+$1.67K	0.07%	53
2024 Q2	$154K	Hold	8,997	–	–	0.08%	55
2024 Q1	$152K	Hold	8,997	–	–	0.08%	50
2023 Q4	$144K	Sell	8,997 -39	-0.4%	-$610	0.08%	52
2023 Q3	$145K	Sell	9,036 -4,146	-31%	-$64.9K	0.08%	49
2023 Q2	$202K	Hold	13,182	–	–	0.11%	40
2023 Q1	$195K	Sell	13,182 -1,681	-11%	-$25.2K	0.11%	39
2022 Q4	$210K	Buy	+14,863	New	+$217K	0.13%	37
2020 Q4	$143K	Buy	+10,431	New	+$134K	0.11%	32

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

CCM

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

Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

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

Luken Investment Analytics's BIZD Position: Q1 2025 in Review

Luken Investment Analytics sold out of VanEck BDC Income ETF (BIZD) in Q1 2025, closing a stake of 9,099 shares — an estimated $151K sold.

Luken Investment Analytics first reported a position in BIZD in Q4 2020 and held it in 10 quarters. The position peaked at $210K in Q4 2022. 218 funds tracked by Wall St. Rank hold BIZD as of Q1 2025.

Luken Investment Analytics reported no remaining VanEck BDC Income ETF position as of Q1 2025 after selling out during the quarter.
Luken Investment Analytics sold 9,099 VanEck BDC Income ETF shares in Q1 2025, an estimated $151K.
Luken Investment Analytics first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 10 quarters.
Luken Investment Analytics's VanEck BDC Income ETF position peaked at $210K in Q4 2022.
218 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2025.

Based on Luken Investment Analytics's 13F filing for Q1 2025, filed 21 Apr 2025.