Advisors Capital Management’s VanEck BDC Income ETF BIZD Stock Holding History

Advisors Capital 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
2026 Q1	–	Sell	-92,095	Closed	-$1.31M	–	570
2025 Q4	$1.31M	Buy	+92,095	New	+$1.32M	0.02%	299
2023 Q1	–	Sell	-87,811	Closed	-$1.24M	–	435
2022 Q4	$1.24M	Sell	87,811 -5,083	-5%	-$74.2K	0.03%	239
2022 Q3	$1.41M	Buy	+92,894	New	+$1.45M	0.04%	240
2020 Q1	–	Sell	-37,825	Closed	-$634K	–	283
2019 Q4	$634K	Buy	37,825 +24,155	+177%	+$401K	0.03%	234
2019 Q3	$230K	Buy	13,670 +2,408	+21%	+$39.7K	0.01%	277
2019 Q2	$187K	Sell	11,262 -230	-2%	-$3.77K	0.01%	271
2019 Q1	$185K	Sell	11,492 -423	-4%	-$6.76K	0.01%	258
2018 Q4	$167K	Buy	11,915 +53	+0.4%	+$837	0.01%	269
2018 Q3	$203K	Buy	11,862 +318	+3%	+$5.43K	0.01%	212
2018 Q2	$192K	Buy	11,544 +294	+3%	+$4.83K	0.01%	208
2018 Q1	$183K	Buy	+11,250	New	+$183K	0.01%	188

Other funds holding BIZD

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

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

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Advisors Capital Management's BIZD Position: Q1 2026 in Review

Advisors Capital Management sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 92,095 shares — an estimated $1.31M sold.

Advisors Capital Management first reported a position in BIZD in Q1 2018 and held it in 11 quarters. The position peaked at $1.41M in Q3 2022. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Advisors Capital Management reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Advisors Capital Management sold 92,095 VanEck BDC Income ETF shares in Q1 2026, an estimated $1.31M.
Advisors Capital Management first reported a position in VanEck BDC Income ETF in Q1 2018 and held it in 11 quarters.
Advisors Capital Management's VanEck BDC Income ETF position peaked at $1.41M in Q3 2022.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.