Ausdal Financial Partners’s VanEck BDC Income ETF BIZD Stock Holding History

Ausdal Financial 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 Q1	–	Sell	-10,138	Closed	-$144K	–	993
2025 Q4	$144K	Sell	10,138 -12,858	-56%	-$184K	0.01%	916
2025 Q3	$344K	Buy	22,996 +9,677	+73%	+$155K	0.02%	679
2025 Q2	$217K	Buy	+13,319	New	+$208K	0.01%	639
2021 Q4	–	Sell	-29,473	Closed	-$505K	–	489
2021 Q3	$505K	Sell	29,473 -479	-2%	-$8.19K	0.08%	266
2021 Q2	$514K	Buy	29,952 +4,380	+17%	+$74K	0.08%	259
2021 Q1	$414K	Buy	25,572 +8,218	+47%	+$124K	0.07%	271
2020 Q4	$238K	Buy	+17,354	New	+$224K	0.05%	352

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

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

Ausdal Financial Partners's BIZD Position: Q1 2026 in Review

Ausdal Financial Partners sold out of VanEck BDC Income ETF (BIZD) in Q1 2026, closing a stake of 10,138 shares — an estimated $144K sold.

Ausdal Financial Partners first reported a position in BIZD in Q4 2020 and held it in 7 quarters. The position peaked at $514K in Q2 2021. 235 funds tracked by Wall St. Rank hold BIZD as of Q1 2026.

Ausdal Financial Partners reported no remaining VanEck BDC Income ETF position as of Q1 2026 after selling out during the quarter.
Ausdal Financial Partners sold 10,138 VanEck BDC Income ETF shares in Q1 2026, an estimated $144K.
Ausdal Financial Partners first reported a position in VanEck BDC Income ETF in Q4 2020 and held it in 7 quarters.
Ausdal Financial Partners's VanEck BDC Income ETF position peaked at $514K in Q2 2021.
235 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.