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Prospera Financial Services’s VanEck BDC Income ETF BIZD Stock Holding History

Prospera Financial Services’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
-5,888
Closed -$105K – 1715
2022
Q1 		$105K Buy
+5,888
New +$103K ﹤0.01% 1095
2021
Q3 		– Sell
-24,190
Closed -$415K – 799
2021
Q2 		$415K Buy
24,190
+466
+2% +$7.88K 0.02% 579
2021
Q1 		$384K Buy
23,724
+6,910
+41% +$105K 0.02% 556
2020
Q4 		$231K Buy
+16,814
New +$217K 0.02% 611

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prospera Financial Services's BIZD Position: Q2 2022 in Review

Prospera Financial Services sold out of VanEck BDC Income ETF (BIZD) in Q2 2022, closing a stake of 5,888 shares — an estimated $105K sold.

Prospera Financial Services first reported a position in BIZD in Q4 2020 and held it in 4 quarters. The position peaked at $415K in Q2 2021. 124 funds tracked by Wall St. Rank hold BIZD as of Q2 2022.

  • Prospera Financial Services reported no remaining VanEck BDC Income ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 5,888 VanEck BDC Income ETF shares in Q2 2022, an estimated $105K.
  • Prospera Financial Services first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 4 quarters.
  • Prospera Financial Services's VanEck BDC Income ETF position peaked at $415K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.