AE Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

AE Wealth 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	$56K	Sell	4,375 -134	-3%	-$1.8K	﹤0.01%	1937
2025 Q4	$63.9K	Sell	4,509 -727	-14%	-$10.4K	﹤0.01%	1798
2025 Q3	$78.2K	Buy	5,236 +2,101	+67%	+$33.6K	﹤0.01%	1629
2025 Q2	$51K	Sell	3,135 -422	-12%	-$6.61K	﹤0.01%	1601
2025 Q1	$59.6K	Buy	3,557 +1,602	+82%	+$27.4K	﹤0.01%	1550
2024 Q4	$32.5K	Buy	+1,955	New	+$32.2K	﹤0.01%	1634
2024 Q1	–	Sell	-13,350	Closed	-$221K	–	1229
2023 Q4	$221K	Buy	+13,350	New	+$209K	﹤0.01%	1848
2020 Q1	–	Sell	-27,939	Closed	-$468K	–	1124
2019 Q4	$468K	Sell	27,939 -15,792	-36%	-$262K	0.01%	753
2019 Q3	$737K	Sell	43,731 -4,585	-9%	-$75.6K	0.02%	516
2019 Q2	$803K	Buy	+48,316	New	+$792K	0.02%	460

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

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

AE Wealth Management's BIZD Position: Q1 2026 in Review

AE Wealth Management reduced its VanEck BDC Income ETF (BIZD) stake by 3% in Q1 2026, selling an estimated $1.8K and leaving 4,375 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

AE Wealth Management first reported a position in BIZD in Q2 2019 and has held it in 10 quarters since. The position peaked at $803K in Q2 2019. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

AE Wealth Management held 4,375 shares of VanEck BDC Income ETF worth $56K as of Q1 2026.
AE Wealth Management sold 134 VanEck BDC Income ETF shares in Q1 2026, an estimated $1.8K.
VanEck BDC Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1937 holding.
AE Wealth Management first reported a position in VanEck BDC Income ETF in Q2 2019 and has held it in 10 quarters since.
AE Wealth Management's VanEck BDC Income ETF position peaked at $803K in Q2 2019.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.