Advisory Services Network’s VanEck BDC Income ETF BIZD Stock Holding History

Advisory Services Network’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	$211K	Buy	16,695 +620	+4%	+$7.85K	﹤0.01%	1961
2026 Q1	$206K	Buy	16,075 +3,221	+25%	+$43.4K	﹤0.01%	1805
2025 Q4	$182K	Sell	12,854 -192	-1%	-$2.75K	﹤0.01%	1710
2025 Q3	$195K	Buy	13,046 +320	+3%	+$5.12K	﹤0.01%	1705
2025 Q2	$206K	Buy	+12,726	New	+$199K	﹤0.01%	1637
2024 Q4	–	Sell	-29,576	Closed	-$506K	–	1590
2024 Q3	$506K	Hold	29,576	–	–	0.01%	987
2024 Q2	$506K	Buy	+29,576	New	+$498K	0.01%	987
2024 Q1	–	Sell	-820	Closed	-$13.2K	–	1705
2023 Q4	$13.2K	Sell	820 -10,287	-93%	-$161K	﹤0.01%	2736
2023 Q3	$178K	Buy	11,107 +1,010	+10%	+$15.8K	﹤0.01%	1342
2023 Q2	$155K	Sell	10,097 -63	-0.6%	-$922	﹤0.01%	1338
2023 Q1	$151K	Buy	10,160 +1,232	+14%	+$18.5K	﹤0.01%	1437
2022 Q4	$126K	Buy	+8,928	New	+$130K	﹤0.01%	1497
2021 Q3	–	Sell	-1,453	Closed	-$25K	–	1596
2021 Q2	$25K	Buy	+1,453	New	+$24.6K	﹤0.01%	2380
2019 Q1	–	Sell	-630	Closed	-$9K	–	2528
2018 Q4	$9K	Sell	630 -1,000	-61%	-$15.8K	﹤0.01%	1780
2018 Q3	$28K	Buy	+1,630	New	+$27.8K	﹤0.01%	1453

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

GAM

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

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

Advisory Services Network's BIZD Position: Q2 2026 in Review

Advisory Services Network increased its VanEck BDC Income ETF (BIZD) stake by 3.9% in Q2 2026, buying an estimated $7.85K and bringing the position to 16,695 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Advisory Services Network first reported a position in BIZD in Q3 2018 and has held it in 15 quarters since. The position peaked at $506K in Q3 2024. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Advisory Services Network held 16,695 shares of VanEck BDC Income ETF worth $211K as of Q2 2026.
Advisory Services Network bought 620 VanEck BDC Income ETF shares in Q2 2026, an estimated $7.85K.
VanEck BDC Income ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1961 holding.
Advisory Services Network first reported a position in VanEck BDC Income ETF in Q3 2018 and has held it in 15 quarters since.
Advisory Services Network's VanEck BDC Income ETF position peaked at $506K in Q3 2024.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.