Aventura Private Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Aventura Private Wealth’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	$12.3K	Buy	970 +36	+4%	+$456	﹤0.01%	564
2026 Q1	$12K	Buy	934 +26	+3%	+$350	﹤0.01%	522
2025 Q4	$12.9K	Buy	908 +25	+3%	+$358	﹤0.01%	477
2025 Q3	$13.2K	Buy	883 +23	+3%	+$368	﹤0.01%	456
2025 Q2	$14K	Buy	860 +25	+3%	+$391	0.01%	424
2025 Q1	$14K	Hold	835	–	–	0.01%	402
2024 Q4	$13.9K	Buy	+835	New	+$13.8K	0.01%	398

Other funds holding BIZD

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

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

Paller Financial Services Centennial, Colorado $134M AUM

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return