BCA
BIZD icon

Bay Colony Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Bay Colony Advisors’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 		$257K Sell
20,266
-3,444
-15% -$43.6K 0.03% 410
2026
Q1 		$303K Sell
23,710
-24,465
-51% -$329K 0.04% 383
2025
Q4 		$683K Buy
48,175
+15,985
+50% +$229K 0.08% 220
2025
Q3 		$481K Buy
32,190
+8,151
+34% +$130K 0.06% 304
2025
Q2 		$391K Sell
24,039
-5,715
-19% -$89.5K 0.05% 291
2025
Q1 		$502K Sell
29,754
-12,956
-30% -$221K 0.08% 244
2024
Q4 		$710K Buy
42,710
+724
+2% +$11.9K 0.11% 191
2024
Q3 		$695K Sell
41,986
-4,921
-10% -$80.8K 0.11% 189
2024
Q2 		$803K Buy
46,907
+5,138
+12% +$86.5K 0.13% 155
2024
Q1 		$706K Buy
41,769
+11,789
+39% +$193K 0.12% 169
2023
Q4 		$481K Buy
29,980
+7,691
+35% +$120K 0.09% 198
2023
Q3 		$357K Buy
22,289
+7,287
+49% +$114K 0.09% 211
2023
Q2 		$230K Buy
15,002
+1,630
+12% +$23.8K 0.06% 285
2023
Q1 		$197K Buy
13,372
+1,192
+10% +$17.9K 0.05% 312
2022
Q4 		$172K Buy
12,180
+230
+2% +$3.36K 0.05% 329
2022
Q3 		$162K Sell
11,950
-147
-1% -$2.29K 0.05% 302
2022
Q2 		$193K Buy
+12,097
New +$198K 0.05% 321
2018
Q3 		– Sell
-1,951
Closed -$32K – 279
2018
Q2 		$32K Buy
+1,951
New +$32.1K 0.02% 443

Other funds holding BIZD

FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return