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

Oxford 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
Q2 		– Sell
-25
Closed – – 223
2021
Q1 		$0 Buy
25
+24
+2,400% +$363 ﹤0.01% 218
2020
Q4 		$0 Buy
+1
New +$13 ﹤0.01% 210

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Oxford Financial Group's BIZD Position: Q2 2021 in Review

Oxford Financial Group sold out of VanEck BDC Income ETF (BIZD) in Q2 2021, closing a stake of 25 shares.

Oxford Financial Group first reported a position in BIZD in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 102 funds tracked by Wall St. Rank hold BIZD as of Q2 2021.

  • Oxford Financial Group reported no remaining VanEck BDC Income ETF position as of Q2 2021 after selling out during the quarter.
  • Oxford Financial Group sold 25 VanEck BDC Income ETF shares in Q2 2021.
  • Oxford Financial Group first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 2 quarters.
  • Oxford Financial Group's VanEck BDC Income ETF position peaked at $0 in Q1 2021.
  • 102 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2021.

Based on Oxford Financial Group's 13F filing for Q2 2021, filed 3 Aug 2021.