Atria Wealth Solutions’s VanEck BDC Income ETF BIZD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$989K	Sell	60,743 -31,987	-34%	-$501K	0.02%	637
2025 Q1	$1.55M	Buy	92,730 +6,417	+7%	+$110K	0.02%	728
2024 Q4	$1.44M	Buy	86,313 +707	+0.8%	+$11.7K	0.02%	773
2024 Q3	$1.42M	Sell	85,606 -2,877	-3%	-$47.2K	0.02%	783
2024 Q2	$1.51M	Sell	88,483 -479	-0.5%	-$8.06K	0.02%	729
2024 Q1	$1.5M	Buy	88,962 +720	+0.8%	+$11.8K	0.02%	734
2023 Q4	$1.42M	Buy	88,242 +69,498	+371%	+$1.09M	0.02%	733
2023 Q3	$300K	Buy	18,744 +347	+2%	+$5.43K	﹤0.01%	1415
2023 Q2	$283K	Buy	18,397 +4,247	+30%	+$62.1K	﹤0.01%	1484
2023 Q1	$210K	Buy	14,150 +365	+3%	+$5.48K	﹤0.01%	1650
2022 Q4	$196K	Sell	13,785 -18,222	-57%	-$266K	﹤0.01%	1621
2022 Q3	$434K	Sell	32,007 -4,391	-12%	-$68.4K	0.01%	1104
2022 Q2	$550K	Buy	36,398 +1,149	+3%	+$18.8K	0.01%	922
2022 Q1	$632K	Buy	+35,249	New	+$618K	0.01%	934

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Wealth Solutions's BIZD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its VanEck BDC Income ETF (BIZD) stake by 34% in Q2 2025, selling an estimated $501K and leaving 60,743 shares worth $989K. The position accounts for 0.02% of the portfolio, ranked #637.

Atria Wealth Solutions first reported a position in BIZD in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q1 2025. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

Atria Wealth Solutions held 60,743 shares of VanEck BDC Income ETF worth $989K as of Q2 2025.
Atria Wealth Solutions sold 31,987 VanEck BDC Income ETF shares in Q2 2025, an estimated $501K.
VanEck BDC Income ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #637 holding.
Atria Wealth Solutions first reported a position in VanEck BDC Income ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's VanEck BDC Income ETF position peaked at $1.55M in Q1 2025.
236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.