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Cahill Financial Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-2,700
Closed -$46K – 288
2021
Q3 		$46K Buy
+2,700
New +$46.2K 0.01% 349

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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

Cahill Financial Advisors's BIZD Position: Q4 2021 in Review

Cahill Financial Advisors sold out of VanEck BDC Income ETF (BIZD) in Q4 2021, closing a stake of 2,700 shares — an estimated $46K sold.

Cahill Financial Advisors first reported a position in BIZD in Q3 2021 and held it in 1 quarter. The position peaked at $46K in Q3 2021. 123 funds tracked by Wall St. Rank hold BIZD as of Q4 2021.

  • Cahill Financial Advisors reported no remaining VanEck BDC Income ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,700 VanEck BDC Income ETF shares in Q4 2021, an estimated $46K.
  • Cahill Financial Advisors first reported a position in VanEck BDC Income ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's VanEck BDC Income ETF position peaked at $46K in Q3 2021.
  • 123 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.