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Advisornet Financial’s VanEck BDC Income ETF BIZD Stock Holding History

Advisornet Financial’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
2026
Q2 		$31.5K Sell
2,485
-863
-26% -$10.9K ﹤0.01% 1254
2026
Q1 		$42.9K Sell
3,348
-4,788
-59% -$64.5K ﹤0.01% 1099
2025
Q4 		$115K Sell
8,136
-3,231
-28% -$46.3K 0.01% 771
2025
Q3 		$170K Sell
11,367
-125,837
-92% -$2.01M 0.01% 642
2025
Q2 		$2.23M Sell
137,204
-8,537
-6% -$134K 0.14% 145
2025
Q1 		$2.44M Buy
+145,741
New +$2.49M 0.18% 118

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Advisornet Financial's BIZD Position: Q2 2026 in Review

Advisornet Financial reduced its VanEck BDC Income ETF (BIZD) stake by 26% in Q2 2026, selling an estimated $10.9K and leaving 2,485 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Advisornet Financial first reported a position in BIZD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.44M in Q1 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Advisornet Financial held 2,485 shares of VanEck BDC Income ETF worth $31.5K as of Q2 2026.
  • Advisornet Financial sold 863 VanEck BDC Income ETF shares in Q2 2026, an estimated $10.9K.
  • VanEck BDC Income ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1254 holding.
  • Advisornet Financial first reported a position in VanEck BDC Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Advisornet Financial's VanEck BDC Income ETF position peaked at $2.44M in Q1 2025.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.