Aspect Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Aspect 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	$12.7K	Buy	1,006 +37	+4%	+$468	﹤0.01%	244
2026 Q1	$12.4K	Hold	969	–	–	0.01%	234
2025 Q4	$13.7K	Buy	969 +52	+6%	+$745	0.01%	231
2025 Q3	$13.7K	Buy	917 +24	+3%	+$384	0.01%	258
2025 Q2	$14.5K	Buy	893 +121	+16%	+$1.89K	0.01%	249
2025 Q1	$12.9K	Buy	772 +50	+7%	+$854	0.01%	234
2024 Q4	$12K	Buy	722 +233	+48%	+$3.84K	0.01%	257
2024 Q3	$8.1K	Buy	489 +13	+3%	+$213	﹤0.01%	296
2024 Q2	$8.15K	Buy	476 +13	+3%	+$219	﹤0.01%	291
2024 Q1	$7.83K	Buy	463 +61	+15%	+$997	0.01%	296
2023 Q4	$6.44K	Buy	+402	New	+$6.29K	﹤0.01%	305

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

Aspect Partners's BIZD Position: Q2 2026 in Review

Aspect Partners increased its VanEck BDC Income ETF (BIZD) stake by 3.8% in Q2 2026, buying an estimated $468 and bringing the position to 1,006 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Aspect Partners first reported a position in BIZD in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5K in Q2 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Aspect Partners held 1,006 shares of VanEck BDC Income ETF worth $12.7K as of Q2 2026.
Aspect Partners bought 37 VanEck BDC Income ETF shares in Q2 2026, an estimated $468.
VanEck BDC Income ETF made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #244 holding.
Aspect Partners first reported a position in VanEck BDC Income ETF in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's VanEck BDC Income ETF position peaked at $14.5K in Q2 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.