Sheaff Brock Investment Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$223K	Hold	13,300	–	–	0.02%	381
2024 Q4	$221K	Hold	13,300	–	–	0.02%	382
2024 Q3	$220K	Hold	13,300	–	–	0.02%	383
2024 Q2	$228K	Buy	+13,300	New	+$224K	0.02%	367
2022 Q2	–	Sell	-10,500	Closed	-$188K	–	505
2022 Q1	$188K	Hold	10,500	–	–	0.01%	489
2021 Q4	$181K	Hold	10,500	–	–	0.01%	500
2021 Q3	$180K	Buy	+10,500	New	+$180K	0.01%	509

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 $445B AUM 25.58% 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

IFG

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

MHFA

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

CCM

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

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's BIZD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its VanEck BDC Income ETF (BIZD) position steady in Q1 2025 at 13,300 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #381.

Sheaff Brock Investment Advisors first reported a position in BIZD in Q3 2021 and has held it in 7 quarters since. The position peaked at $228K in Q2 2024. 218 funds tracked by Wall St. Rank hold BIZD as of Q1 2025.

Sheaff Brock Investment Advisors held 13,300 shares of VanEck BDC Income ETF worth $223K as of Q1 2025.
Sheaff Brock Investment Advisors left its VanEck BDC Income ETF share count unchanged in Q1 2025.
VanEck BDC Income ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #381 holding.
Sheaff Brock Investment Advisors first reported a position in VanEck BDC Income ETF in Q3 2021 and has held it in 7 quarters since.
Sheaff Brock Investment Advisors's VanEck BDC Income ETF position peaked at $228K in Q2 2024.
218 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.