D'Orazio & Associates’s VanEck BDC Income ETF BIZD Stock Holding History

D'Orazio & Associates’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	-2,667	Closed	-$46K	–	172
2021 Q3	$46K	Buy	2,667 +2	+0.1%	+$34	0.01%	216
2021 Q2	$46K	Buy	+2,665	New	+$45K	0.01%	177

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

D'Orazio & Associates's BIZD Position: Q4 2021 in Review

D'Orazio & Associates sold out of VanEck BDC Income ETF (BIZD) in Q4 2021, closing a stake of 2,667 shares — an estimated $46K sold.

D'Orazio & Associates first reported a position in BIZD in Q2 2021 and held it in 2 quarters. The position peaked at $46K in Q3 2021. 123 funds tracked by Wall St. Rank hold BIZD as of Q4 2021.

D'Orazio & Associates reported no remaining VanEck BDC Income ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 2,667 VanEck BDC Income ETF shares in Q4 2021, an estimated $46K.
D'Orazio & Associates first reported a position in VanEck BDC Income ETF in Q2 2021 and held it in 2 quarters.
D'Orazio & Associates'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 D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.