Aurora Private Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Aurora Private Wealth’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 Q4	–	Sell	-25,435	Closed	-$436K	–	209
2021 Q3	$436K	Buy	25,435 +450	+2%	+$7.7K	0.18%	115
2021 Q2	$429K	Buy	24,985 +5,475	+28%	+$92.5K	0.17%	116
2021 Q1	$316K	Buy	19,510 +6,875	+54%	+$104K	0.13%	147
2020 Q4	$173K	Buy	+12,635	New	+$163K	0.07%	208

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

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

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

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

CCM

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AOG

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

Aurora Private Wealth's BIZD Position: Q4 2021 in Review

Aurora Private Wealth sold out of VanEck BDC Income ETF (BIZD) in Q4 2021, closing a stake of 25,435 shares — an estimated $436K sold.

Aurora Private Wealth first reported a position in BIZD in Q4 2020 and held it in 4 quarters. The position peaked at $436K in Q3 2021. 123 funds tracked by Wall St. Rank hold BIZD as of Q4 2021.

Aurora Private Wealth reported no remaining VanEck BDC Income ETF position as of Q4 2021 after selling out during the quarter.
Aurora Private Wealth sold 25,435 VanEck BDC Income ETF shares in Q4 2021, an estimated $436K.
Aurora Private Wealth first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 4 quarters.
Aurora Private Wealth's VanEck BDC Income ETF position peaked at $436K in Q3 2021.
123 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2021.

Based on Aurora Private Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.