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 New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $85.1B AUM 27.35% 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.