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PFG Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

PFG Advisors’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
Q1 		– Sell
-10,006
Closed -$160K – 645
2023
Q4 		$160K Sell
10,006
-8,755
-47% -$137K 0.01% 598
2023
Q3 		$301K Sell
18,761
-2,761
-13% -$43.2K 0.03% 457
2023
Q2 		$331K Buy
21,522
+1,377
+7% +$20.1K 0.03% 490
2023
Q1 		$299K Sell
20,145
-2,719
-12% -$40.8K 0.03% 493
2022
Q4 		$324K Buy
22,864
+8,474
+59% +$124K 0.03% 436
2022
Q3 		$195K Buy
+14,390
New +$224K 0.02% 491

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFG Advisors's BIZD Position: Q1 2024 in Review

PFG Advisors sold out of VanEck BDC Income ETF (BIZD) in Q1 2024, closing a stake of 10,006 shares — an estimated $160K sold.

PFG Advisors first reported a position in BIZD in Q3 2022 and held it in 6 quarters. The position peaked at $331K in Q2 2023. 180 funds tracked by Wall St. Rank hold BIZD as of Q1 2024.

  • PFG Advisors reported no remaining VanEck BDC Income ETF position as of Q1 2024 after selling out during the quarter.
  • PFG Advisors sold 10,006 VanEck BDC Income ETF shares in Q1 2024, an estimated $160K.
  • PFG Advisors first reported a position in VanEck BDC Income ETF in Q3 2022 and held it in 6 quarters.
  • PFG Advisors's VanEck BDC Income ETF position peaked at $331K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2024.

Based on PFG Advisors's 13F filing for Q1 2024, filed 7 May 2024.