AAS
BIZD icon

Avantax Advisory Services’s VanEck BDC Income ETF BIZD Stock Holding History

Avantax Advisory Services’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 		$2.07M Buy
127,289
+12,461
+11% +$195K 0.01% 780
2025
Q1 		$1.92M Buy
114,828
+5,907
+5% +$101K 0.01% 758
2024
Q4 		$1.81M Buy
108,921
+12,394
+13% +$204K 0.01% 756
2024
Q3 		$1.6M Buy
96,527
+32,833
+52% +$539K 0.01% 799
2024
Q2 		$1.09M Buy
63,694
+917
+1% +$15.4K 0.01% 933
2024
Q1 		$1.06M Buy
62,777
+1,734
+3% +$28.3K 0.01% 724
2023
Q4 		$979K Sell
61,043
-1,638
-3% -$25.6K 0.01% 719
2023
Q3 		$1M Sell
62,681
-52,357
-46% -$819K 0.01% 690
2023
Q2 		$1.77M Buy
115,038
+3,540
+3% +$51.8K 0.02% 493
2023
Q1 		$1.65M Buy
111,498
+7,950
+8% +$119K 0.02% 496
2022
Q4 		$1.47M Buy
103,548
+3,558
+4% +$52K 0.02% 510
2022
Q3 		$1.36M Buy
99,990
+48,824
+95% +$761K 0.02% 474
2022
Q2 		$773K Buy
51,166
+29,310
+134% +$480K 0.01% 630
2022
Q1 		$394K Buy
21,856
+9,240
+73% +$162K 0.01% 883
2021
Q4 		$217K Buy
+12,616
New +$219K ﹤0.01% 1137
2020
Q4 		– Sell
-49,745
Closed -$603K – 973
2020
Q3 		$603K Buy
+49,745
New +$595K 0.01% 732

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Avantax Advisory Services's BIZD Position: Q2 2025 in Review

Avantax Advisory Services increased its VanEck BDC Income ETF (BIZD) stake by 11% in Q2 2025, buying an estimated $195K and bringing the position to 127,289 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #780.

Avantax Advisory Services first reported a position in BIZD in Q3 2020 and has held it in 16 quarters since. 236 funds tracked by Wall St. Rank hold BIZD as of Q2 2025.

  • Avantax Advisory Services held 127,289 shares of VanEck BDC Income ETF worth $2.07M as of Q2 2025.
  • Avantax Advisory Services bought 12,461 VanEck BDC Income ETF shares in Q2 2025, an estimated $195K.
  • VanEck BDC Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #780 holding.
  • Avantax Advisory Services first reported a position in VanEck BDC Income ETF in Q3 2020 and has held it in 16 quarters since.
  • 236 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.