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

BDO 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
2022 Q1	–	Sell	-74	Closed	-$1K	–	1062
2021 Q4	$1K	Sell	74 -302	-80%	-$5.24K	﹤0.01%	984
2021 Q3	$6K	Sell	376 -456	-55%	-$7.8K	﹤0.01%	794
2021 Q2	$14K	Hold	832	–	–	﹤0.01%	695
2021 Q1	$13K	Buy	+832	New	+$12.6K	﹤0.01%	688

Other funds holding BIZD

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

AOG

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

BDO Wealth Advisors's BIZD Position: Q1 2022 in Review

BDO Wealth Advisors sold out of VanEck BDC Income ETF (BIZD) in Q1 2022, closing a stake of 74 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in BIZD in Q1 2021 and held it in 4 quarters. The position peaked at $14K in Q2 2021. 118 funds tracked by Wall St. Rank hold BIZD as of Q1 2022.

BDO Wealth Advisors reported no remaining VanEck BDC Income ETF position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 74 VanEck BDC Income ETF shares in Q1 2022, an estimated $1K.
BDO Wealth Advisors first reported a position in VanEck BDC Income ETF in Q1 2021 and held it in 4 quarters.
BDO Wealth Advisors's VanEck BDC Income ETF position peaked at $14K in Q2 2021.
118 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.