Rikoon Group’s VanEck BDC Income ETF BIZD Stock Holding History

Rikoon Group’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
2021 Q1	$223K	Hold	13,773	–	–	0.06%	217
2020 Q4	$194K	Buy	+13,773	New	+$178K	0.05%	217

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

CCM

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Rikoon Group's BIZD Position: Q1 2021 in Review

Rikoon Group held its VanEck BDC Income ETF (BIZD) position steady in Q1 2021 at 13,773 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #217.

Rikoon Group first reported a position in BIZD in Q4 2020 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold BIZD as of Q1 2021.

Rikoon Group held 13,773 shares of VanEck BDC Income ETF worth $223K as of Q1 2021.
Rikoon Group left its VanEck BDC Income ETF share count unchanged in Q1 2021.
VanEck BDC Income ETF made up 0.06% of Rikoon Group's portfolio in Q1 2021, its #217 holding.
Rikoon Group first reported a position in VanEck BDC Income ETF in Q4 2020 and has held it in 2 quarters since.
96 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.