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 Q2	$57.8K	Buy	4,568 +193	+4%	+$2.44K	﹤0.01%	2063
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 $1.55T 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

AE Wealth Management's BIZD Position: Q2 2026 in Review

AE Wealth Management increased its VanEck BDC Income ETF (BIZD) stake by 4.4% in Q2 2026, buying an estimated $2.44K and bringing the position to 4,568 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

AE Wealth Management first reported a position in BIZD in Q2 2019 and has held it in 11 quarters since. The position peaked at $803K in Q2 2019. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

AE Wealth Management held 4,568 shares of VanEck BDC Income ETF worth $57.8K as of Q2 2026.
AE Wealth Management bought 193 VanEck BDC Income ETF shares in Q2 2026, an estimated $2.44K.
VanEck BDC Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2063 holding.
AE Wealth Management first reported a position in VanEck BDC Income ETF in Q2 2019 and has held it in 11 quarters since.
AE Wealth Management's VanEck BDC Income ETF position peaked at $803K in Q2 2019.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.