Next Financial Group’s VanEck BDC Income ETF BIZD Stock Holding History

Next Financial 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
2021 Q4	$139K	Buy	8,078 +156	+2%	+$2.71K	0.01%	1028
2021 Q3	$136K	Sell	7,922 -47	-0.6%	-$804	0.01%	990
2021 Q2	$137K	Sell	7,969 -1,556	-16%	-$26.3K	0.01%	968
2021 Q1	$154K	Sell	9,525 -10	-0.1%	-$151	0.01%	864
2020 Q4	$133K	Sell	9,535 -823	-8%	-$10.6K	0.01%	867
2020 Q3	$125K	Buy	+10,358	New	+$124K	0.01%	772
2020 Q2	–	Sell	-1,250	Closed	-$12K	–	742
2020 Q1	$12K	Hold	1,250	–	–	﹤0.01%	1456
2019 Q4	$21K	Hold	1,250	–	–	﹤0.01%	1501
2019 Q3	$21K	Hold	1,250	–	–	﹤0.01%	1417
2019 Q2	$21K	Buy	+1,250	New	+$20.5K	﹤0.01%	1442
2017 Q1	–	Sell	-600	Closed	-$11K	–	1902
2016 Q4	$11K	Buy	+600	New	+$10.6K	﹤0.01%	1593

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

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

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

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

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

CCM

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

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

AOG

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

Next Financial Group's BIZD Position: Q4 2021 in Review

Next Financial Group increased its VanEck BDC Income ETF (BIZD) stake by 2% in Q4 2021, buying an estimated $2.71K and bringing the position to 8,078 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #1028.

Next Financial Group first reported a position in BIZD in Q4 2016 and has held it in 11 quarters since. The position peaked at $154K in Q1 2021. 123 funds tracked by Wall St. Rank hold BIZD as of Q4 2021.

Next Financial Group held 8,078 shares of VanEck BDC Income ETF worth $139K as of Q4 2021.
Next Financial Group bought 156 VanEck BDC Income ETF shares in Q4 2021, an estimated $2.71K.
VanEck BDC Income ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1028 holding.
Next Financial Group first reported a position in VanEck BDC Income ETF in Q4 2016 and has held it in 11 quarters since.
Next Financial Group's VanEck BDC Income ETF position peaked at $154K in Q1 2021.
123 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.