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Advisory Advocates’s VanEck BDC Income ETF BIZD Stock Holding History

Advisory Advocates’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 		$912K Sell
72,020
-4,250
-6% -$53.8K 0.78% 30
2026
Q1 		$976K Sell
76,270
-1,255
-2% -$16.9K 1% 25
2025
Q4 		$1.1M Buy
+77,525
New +$1.11M 1.09% 23

Other funds holding BIZD

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Advisory Advocates's BIZD Position: Q2 2026 in Review

Advisory Advocates reduced its VanEck BDC Income ETF (BIZD) stake by 5.6% in Q2 2026, selling an estimated $53.8K and leaving 72,020 shares worth $912K. The position accounts for 0.78% of the portfolio, ranked #30.

Advisory Advocates first reported a position in BIZD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 254 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Advisory Advocates held 72,020 shares of VanEck BDC Income ETF worth $912K as of Q2 2026.
  • Advisory Advocates sold 4,250 VanEck BDC Income ETF shares in Q2 2026, an estimated $53.8K.
  • VanEck BDC Income ETF made up 0.78% of Advisory Advocates's portfolio in Q2 2026, its #30 holding.
  • Advisory Advocates first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's VanEck BDC Income ETF position peaked at $1.1M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.