Penserra Capital Management’s VanEck BDC Income ETF BIZD Stock Holding History

Penserra Capital 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
2024 Q3	–	Sell	-468	Closed	-$8K	–	1116
2024 Q2	$8K	Buy	+468	New	+$7.88K	﹤0.01%	943
2023 Q4	–	Sell	-466	Closed	-$7K	–	1256
2023 Q3	$7K	Buy	+466	New	+$7.29K	﹤0.01%	1079

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

CCM

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

MHFA

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

IFG

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Penserra Capital Management's BIZD Position: Q3 2024 in Review

Penserra Capital Management sold out of VanEck BDC Income ETF (BIZD) in Q3 2024, closing a stake of 468 shares — an estimated $8K sold.

Penserra Capital Management first reported a position in BIZD in Q3 2023 and held it in 2 quarters. The position peaked at $8K in Q2 2024. 188 funds tracked by Wall St. Rank hold BIZD as of Q3 2024.

Penserra Capital Management reported no remaining VanEck BDC Income ETF position as of Q3 2024 after selling out during the quarter.
Penserra Capital Management sold 468 VanEck BDC Income ETF shares in Q3 2024, an estimated $8K.
Penserra Capital Management first reported a position in VanEck BDC Income ETF in Q3 2023 and held it in 2 quarters.
Penserra Capital Management's VanEck BDC Income ETF position peaked at $8K in Q2 2024.
188 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.