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Midwest Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Midwest Wealth 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
2022
Q1 		$180K Buy
+10,056
New +$176K 0.11% 98

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Midwest Wealth Management's BIZD Position: Q1 2022 in Review

Midwest Wealth Management opened a new position in VanEck BDC Income ETF (BIZD) in Q1 2022: 10,056 shares worth $180K. The stake represents 0.11% of the portfolio and ranks #98 among its holdings.

118 funds tracked by Wall St. Rank hold BIZD as of Q1 2022.

  • Midwest Wealth Management held 10,056 shares of VanEck BDC Income ETF worth $180K as of Q1 2022.
  • VanEck BDC Income ETF was a new Midwest Wealth Management position in Q1 2022.
  • VanEck BDC Income ETF made up 0.11% of Midwest Wealth Management's portfolio in Q1 2022, its #98 holding.
  • 118 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.