Financial Advocates Investment Management’s VanEck BDC Income ETF BIZD Stock Holding History

Financial Advocates Investment Management’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 Q2	–	Sell	-10,747	Closed	-$193K	–	697
2022 Q1	$193K	Sell	10,747 -3,203	-23%	-$56.2K	0.01%	690
2021 Q4	$240K	Sell	13,950 -885	-6%	-$15.3K	0.02%	680
2021 Q3	$254K	Buy	+14,835	New	+$254K	0.02%	644
2021 Q2	–	Sell	-20,121	Closed	-$326K	–	741
2021 Q1	$326K	Buy	+20,121	New	+$305K	0.02%	581
2020 Q4	–	Sell	-52,514	Closed	-$638K	–	719
2020 Q3	$638K	Sell	52,514 -140,426	-73%	-$1.68M	0.05%	325
2020 Q2	$2.34M	Buy	192,940 +127,859	+196%	+$1.42M	0.22%	111
2020 Q1	$607K	Sell	65,081 -18,659	-22%	-$280K	0.09%	246
2019 Q4	$1.4M	Buy	83,740 +1,363	+2%	+$22.6K	0.15%	162
2019 Q3	$1.39M	Sell	82,377 -768	-0.9%	-$12.7K	0.16%	145
2019 Q2	$1.38M	Buy	83,145 +5,268	+7%	+$86.3K	0.16%	149
2019 Q1	$1.27M	Buy	77,877 +2,875	+4%	+$46K	0.16%	149
2018 Q4	$1.05M	Buy	75,002 +11,293	+18%	+$178K	0.14%	162
2018 Q3	$1.09M	Buy	63,709 +10,630	+20%	+$181K	0.12%	180
2018 Q2	$871K	Buy	53,079 +2,495	+5%	+$41K	0.11%	199
2018 Q1	$822K	Buy	50,584 +29,359	+138%	+$478K	0.11%	197
2017 Q4	$352K	Buy	+21,225	New	+$364K	0.05%	324

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 $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

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

Financial Advocates Investment Management's BIZD Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of VanEck BDC Income ETF (BIZD) in Q2 2022, closing a stake of 10,747 shares — an estimated $193K sold.

Financial Advocates Investment Management first reported a position in BIZD in Q4 2017 and held it in 16 quarters. The position peaked at $2.34M in Q2 2020. 124 funds tracked by Wall St. Rank hold BIZD as of Q2 2022.

Financial Advocates Investment Management reported no remaining VanEck BDC Income ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 10,747 VanEck BDC Income ETF shares in Q2 2022, an estimated $193K.
Financial Advocates Investment Management first reported a position in VanEck BDC Income ETF in Q4 2017 and held it in 16 quarters.
Financial Advocates Investment Management's VanEck BDC Income ETF position peaked at $2.34M in Q2 2020.
124 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.