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Axim Planning & Wealth’s VanEck BDC Income ETF BIZD Stock Holding History

Axim Planning & 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
2025
Q3 		– Sell
-10,104
Closed -$164K – 86
2025
Q2 		$164K Buy
+10,104
New +$158K 0.15% 70

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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Axim Planning & Wealth's BIZD Position: Q3 2025 in Review

Axim Planning & Wealth sold out of VanEck BDC Income ETF (BIZD) in Q3 2025, closing a stake of 10,104 shares — an estimated $164K sold.

Axim Planning & Wealth first reported a position in BIZD in Q2 2025 and held it in 1 quarter. The position peaked at $164K in Q2 2025. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

  • Axim Planning & Wealth reported no remaining VanEck BDC Income ETF position as of Q3 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 10,104 VanEck BDC Income ETF shares in Q3 2025, an estimated $164K.
  • Axim Planning & Wealth first reported a position in VanEck BDC Income ETF in Q2 2025 and held it in 1 quarter.
  • Axim Planning & Wealth's VanEck BDC Income ETF position peaked at $164K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on Axim Planning & Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.