Attessa Capital’s VanEck BDC Income ETF BIZD Stock Holding History

Attessa Capital’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 Q3	–	Sell	-11,997	Closed	-$195K	–	35
2025 Q2	$195K	Sell	11,997 -3,525	-23%	-$55.2K	0.13%	36
2025 Q1	$260K	Sell	15,522 -1,725	-10%	-$29.5K	0.17%	35
2024 Q4	$287K	Buy	+17,247	New	+$284K	0.2%	35

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

IFG

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

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Attessa Capital's BIZD Position: Q3 2025 in Review

Attessa Capital sold out of VanEck BDC Income ETF (BIZD) in Q3 2025, closing a stake of 11,997 shares — an estimated $195K sold.

Attessa Capital first reported a position in BIZD in Q4 2024 and held it in 3 quarters. The position peaked at $287K in Q4 2024. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

Attessa Capital reported no remaining VanEck BDC Income ETF position as of Q3 2025 after selling out during the quarter.
Attessa Capital sold 11,997 VanEck BDC Income ETF shares in Q3 2025, an estimated $195K.
Attessa Capital first reported a position in VanEck BDC Income ETF in Q4 2024 and held it in 3 quarters.
Attessa Capital's VanEck BDC Income ETF position peaked at $287K in Q4 2024.
230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on Attessa Capital's 13F filing for Q3 2025, filed 29 Oct 2025.