Aveo Capital Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Aveo Capital Partners’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
2020 Q1	–	Sell	-60,084	Closed	-$1.01M	–	159
2019 Q4	$1.01M	Hold	60,084	–	–	0.4%	65
2019 Q3	$991K	Sell	60,084 -3,120	-5%	-$51.4K	0.41%	67
2019 Q2	$1.04M	Hold	63,204	–	–	0.45%	63
2019 Q1	$1.03M	Hold	63,204	–	–	0.48%	62
2018 Q4	$887K	Buy	+63,204	New	+$998K	0.44%	48

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

Aveo Capital Partners's BIZD Position: Q1 2020 in Review

Aveo Capital Partners sold out of VanEck BDC Income ETF (BIZD) in Q1 2020, closing a stake of 60,084 shares — an estimated $1.01M sold.

Aveo Capital Partners first reported a position in BIZD in Q4 2018 and held it in 5 quarters. The position peaked at $1.04M in Q2 2019. 63 funds tracked by Wall St. Rank hold BIZD as of Q1 2020.

Aveo Capital Partners reported no remaining VanEck BDC Income ETF position as of Q1 2020 after selling out during the quarter.
Aveo Capital Partners sold 60,084 VanEck BDC Income ETF shares in Q1 2020, an estimated $1.01M.
Aveo Capital Partners first reported a position in VanEck BDC Income ETF in Q4 2018 and held it in 5 quarters.
Aveo Capital Partners's VanEck BDC Income ETF position peaked at $1.04M in Q2 2019.
63 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2020.

Based on Aveo Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.