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

Aptus Capital Advisors’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	-200	Closed	-$2.84K	–	1689
2025 Q4	$2.84K	Hold	200	–	–	﹤0.01%	1592
2025 Q3	$2.99K	Hold	200	–	–	﹤0.01%	1512
2025 Q2	$3.26K	Hold	200	–	–	﹤0.01%	1451
2025 Q1	$3.35K	Buy	+200	New	+$3.42K	﹤0.01%	1356

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

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

Aptus Capital Advisors sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 200 shares — an estimated $2.84K sold.

Aptus Capital Advisors first reported a position in BIZD in Q1 2025 and held it in 4 quarters. The position peaked at $3.35K in Q1 2025. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Aptus Capital Advisors reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Aptus Capital Advisors sold 200 VanEck BDC Income ETF shares in Q1 2026, an estimated $2.84K.
Aptus Capital Advisors first reported a position in VanEck BDC Income ETF in Q1 2025 and held it in 4 quarters.
Aptus Capital Advisors's VanEck BDC Income ETF position peaked at $3.35K in Q1 2025.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.