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Pension Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Pension Partners’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
2019
Q3 		$307K Sell
18,194
-198
-1% -$3.26K 0.42% 12
2019
Q2 		$306K Buy
+18,392
New +$301K 0.37% 13

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Pension Partners's BIZD Position: Q3 2019 in Review

Pension Partners reduced its VanEck BDC Income ETF (BIZD) stake by 1.1% in Q3 2019, selling an estimated $3.26K and leaving 18,194 shares worth $307K. The position accounts for 0.42% of the portfolio, ranked #12.

Pension Partners first reported a position in BIZD in Q2 2019 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold BIZD as of Q3 2019.

  • Pension Partners held 18,194 shares of VanEck BDC Income ETF worth $307K as of Q3 2019.
  • Pension Partners sold 198 VanEck BDC Income ETF shares in Q3 2019, an estimated $3.26K.
  • VanEck BDC Income ETF made up 0.42% of Pension Partners's portfolio in Q3 2019, its #12 holding.
  • Pension Partners first reported a position in VanEck BDC Income ETF in Q2 2019 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2019.

Based on Pension Partners's 13F filing for Q3 2019, filed 7 Nov 2019.