Rainsberger Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Rainsberger Wealth 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
2023 Q4	$686K	Buy	42,767 +1,381	+3%	+$21.6K	0.37%	56
2023 Q3	$663K	Buy	41,386 +2,028	+5%	+$31.7K	0.41%	53
2023 Q2	$605K	Buy	39,358 +1,148	+3%	+$16.8K	0.36%	56
2023 Q1	$567K	Buy	38,210 +9,811	+35%	+$147K	0.34%	59
2022 Q4	$402K	Sell	28,399 -2,766	-9%	-$40.4K	0.26%	62
2022 Q3	$423K	Buy	31,165 +893	+3%	+$13.9K	0.29%	63
2022 Q2	$457K	Buy	30,272 +1,249	+4%	+$20.4K	0.33%	55
2022 Q1	$520K	Buy	29,023 +4,703	+19%	+$82.5K	0.33%	55
2021 Q4	$419K	Buy	+24,320	New	+$422K	0.25%	57

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rainsberger Wealth Advisors's BIZD Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its VanEck BDC Income ETF (BIZD) stake by 3.3% in Q4 2023, buying an estimated $21.6K and bringing the position to 42,767 shares worth $686K. The position accounts for 0.37% of the portfolio, ranked #56.

Rainsberger Wealth Advisors first reported a position in BIZD in Q4 2021 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold BIZD as of Q4 2023.

Rainsberger Wealth Advisors held 42,767 shares of VanEck BDC Income ETF worth $686K as of Q4 2023.
Rainsberger Wealth Advisors bought 1,381 VanEck BDC Income ETF shares in Q4 2023, an estimated $21.6K.
VanEck BDC Income ETF made up 0.37% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #56 holding.
Rainsberger Wealth Advisors first reported a position in VanEck BDC Income ETF in Q4 2021 and has held it in 9 quarters since.
162 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.