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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 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

GAM

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

MHFA

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

Aventura Private Wealth's BIZD Position: Q2 2026 in Review

Aventura Private Wealth increased its VanEck BDC Income ETF (BIZD) stake by 3.9% in Q2 2026, buying an estimated $456 and bringing the position to 970 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Aventura Private Wealth first reported a position in BIZD in Q4 2024 and has held it in 7 quarters since. The position peaked at $14K in Q2 2025. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Aventura Private Wealth held 970 shares of VanEck BDC Income ETF worth $12.3K as of Q2 2026.
Aventura Private Wealth bought 36 VanEck BDC Income ETF shares in Q2 2026, an estimated $456.
VanEck BDC Income ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #564 holding.
Aventura Private Wealth first reported a position in VanEck BDC Income ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's VanEck BDC Income ETF position peaked at $14K in Q2 2025.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.