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Arkadios Wealth Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Arkadios Wealth 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
Q2 		$2.8M Sell
221,304
-2,623
-1% -$33.2K 0.04% 419
2026
Q1 		$2.87M Sell
223,927
-16,020
-7% -$216K 0.05% 403
2025
Q4 		$3.4M Buy
239,947
+12,162
+5% +$174K 0.07% 303
2025
Q3 		$3.4M Buy
227,785
+7,637
+3% +$122K 0.08% 264
2025
Q2 		$3.58M Buy
220,148
+23,491
+12% +$368K 0.11% 211
2025
Q1 		$3.3M Buy
196,657
+17,467
+10% +$298K 0.12% 192
2024
Q4 		$2.98M Sell
179,190
-2,183
-1% -$36K 0.16% 131
2024
Q3 		$3M Buy
181,373
+968
+0.5% +$15.9K 0.17% 125
2024
Q2 		$3.09M Buy
180,405
+162,105
+886% +$2.73M 0.21% 98
2024
Q1 		$309K Buy
18,300
+2,250
+14% +$36.8K 0.02% 527
2023
Q4 		$257K Buy
16,050
+1,550
+11% +$24.2K 0.02% 573
2023
Q3 		$232K Buy
14,500
+611
+4% +$9.56K 0.02% 575
2023
Q2 		$213K Sell
13,889
-923
-6% -$13.5K 0.02% 563
2023
Q1 		$220K Sell
14,812
-680
-4% -$10.2K 0.03% 543
2022
Q4 		$219K Sell
15,492
-3,779
-20% -$55.2K 0.03% 503
2022
Q3 		$262K Buy
19,271
+3,466
+22% +$54K 0.04% 416
2022
Q2 		$239K Sell
15,805
-3,157
-17% -$51.7K 0.04% 463
2022
Q1 		$340K Buy
+18,962
New +$333K 0.04% 395
2021
Q4 		– Sell
-6,469
Closed -$110K – 711
2021
Q3 		$110K Buy
6,469
+2,519
+64% +$43.1K 0.02% 663
2021
Q2 		$67K Sell
3,950
-400
-9% -$6.76K 0.01% 835
2021
Q1 		$70K Hold
4,350
– – 0.01% 606
2020
Q4 		$59K Sell
4,350
-400
-8% -$5.16K 0.01% 517
2020
Q3 		$56.3K Sell
4,750
-400
-8% -$4.78K 0.03% 386
2020
Q2 		$58.7K Buy
5,150
+4,500
+692% +$49.9K 0.03% 348
2020
Q1 		$6.07K Sell
650
-1,700
-72% -$25.5K ﹤0.01% 745
2019
Q4 		$40.2K Buy
+2,350
New +$39K 0.02% 341

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
CA
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

Arkadios Wealth Advisors's BIZD Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 1.2% in Q2 2026, selling an estimated $33.2K and leaving 221,304 shares worth $2.8M. The position accounts for 0.04% of the portfolio, ranked #419.

Arkadios Wealth Advisors first reported a position in BIZD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.58M in Q2 2025. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Arkadios Wealth Advisors held 221,304 shares of VanEck BDC Income ETF worth $2.8M as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,623 VanEck BDC Income ETF shares in Q2 2026, an estimated $33.2K.
  • VanEck BDC Income ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #419 holding.
  • Arkadios Wealth Advisors first reported a position in VanEck BDC Income ETF in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's VanEck BDC Income ETF position peaked at $3.58M in Q2 2025.
  • 266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.