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Oxler Private Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-600
Closed -$57.4K – 110
2022
Q3 		$57.4K Buy
+600
New +$9.35K 0.03% 184

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Oxler Private Wealth's BIZD Position: Q4 2022 in Review

Oxler Private Wealth sold out of VanEck BDC Income ETF (BIZD) in Q4 2022, closing a stake of 600 shares — an estimated $57.4K sold.

Oxler Private Wealth first reported a position in BIZD in Q3 2022 and held it in 1 quarter. The position peaked at $57.4K in Q3 2022. 133 funds tracked by Wall St. Rank hold BIZD as of Q4 2022.

  • Oxler Private Wealth reported no remaining VanEck BDC Income ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 600 VanEck BDC Income ETF shares in Q4 2022, an estimated $57.4K.
  • Oxler Private Wealth first reported a position in VanEck BDC Income ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's VanEck BDC Income ETF position peaked at $57.4K in Q3 2022.
  • 133 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.