Arax Advisory Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Arax Advisory Partners’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	$6.22M	Buy	491,164 +486,727	+10,970%	+$6.16M	0.04%	419
2026 Q1	$56.8K	Hold	4,437	–	–	﹤0.01%	1638
2025 Q4	$62.9K	Hold	4,437	–	–	﹤0.01%	1505
2025 Q3	$66.3K	Hold	4,437	–	–	﹤0.01%	1707
2025 Q2	$72.2K	Buy	+4,437	New	+$69.5K	﹤0.01%	1079

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

Arax Advisory Partners's BIZD Position: Q2 2026 in Review

Arax Advisory Partners increased its VanEck BDC Income ETF (BIZD) stake by 10,970% in Q2 2026, buying an estimated $6.16M and bringing the position to 491,164 shares worth $6.22M. The position accounts for 0.04% of the portfolio, ranked #419.

Arax Advisory Partners first reported a position in BIZD in Q2 2025 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Arax Advisory Partners held 491,164 shares of VanEck BDC Income ETF worth $6.22M as of Q2 2026.
Arax Advisory Partners bought 486,727 VanEck BDC Income ETF shares in Q2 2026, an estimated $6.16M.
VanEck BDC Income ETF made up 0.04% of Arax Advisory Partners's portfolio in Q2 2026, its #419 holding.
Arax Advisory Partners first reported a position in VanEck BDC Income ETF in Q2 2025 and has held it in 5 quarters since.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

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