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

Clarus 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
2019 Q3	–	Sell	-1,343	Closed	-$22K	–	186
2019 Q2	$22K	Hold	1,343	–	–	0.02%	352
2019 Q1	$22K	Hold	1,343	–	–	0.02%	402
2018 Q4	$19K	Hold	1,343	–	–	0.03%	408
2018 Q3	$23K	Hold	1,343	–	–	0.02%	408
2018 Q2	$22K	Buy	+1,343	New	+$22.1K	0.02%	413

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

CAN

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Clarus Wealth Advisors's BIZD Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of VanEck BDC Income ETF (BIZD) in Q3 2019, closing a stake of 1,343 shares — an estimated $22K sold.

Clarus Wealth Advisors first reported a position in BIZD in Q2 2018 and held it in 5 quarters. The position peaked at $23K in Q3 2018. 59 funds tracked by Wall St. Rank hold BIZD as of Q3 2019.

Clarus Wealth Advisors reported no remaining VanEck BDC Income ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,343 VanEck BDC Income ETF shares in Q3 2019, an estimated $22K.
Clarus Wealth Advisors first reported a position in VanEck BDC Income ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's VanEck BDC Income ETF position peaked at $23K in Q3 2018.
59 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.