Beacon Pointe Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Beacon Pointe 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	$377K	Sell	29,794 -12,656	-30%	-$160K	﹤0.01%	1477
2026 Q1	$543K	Sell	42,450 -53,266	-56%	-$717K	﹤0.01%	1255
2025 Q4	$1.36M	Sell	95,716 -62,445	-39%	-$895K	0.01%	730
2025 Q3	$2.36M	Buy	158,161 +20,143	+15%	+$322K	0.02%	518
2025 Q2	$2.25M	Buy	+138,018	New	+$2.16M	0.02%	466
2023 Q4	–	Sell	-17,363	Closed	-$278K	–	1331
2023 Q3	$278K	Buy	17,363 +3,422	+25%	+$53.6K	﹤0.01%	1103
2023 Q2	$214K	Buy	+13,941	New	+$204K	﹤0.01%	989
2022 Q2	–	Sell	-18,613	Closed	-$333K	–	1055
2022 Q1	$333K	Buy	+18,613	New	+$326K	﹤0.01%	946
2021 Q4	–	Sell	-30,827	Closed	-$529K	–	933
2021 Q3	$529K	Buy	+30,827	New	+$527K	0.01%	531

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

Beacon Pointe Advisors's BIZD Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its VanEck BDC Income ETF (BIZD) stake by 30% in Q2 2026, selling an estimated $160K and leaving 29,794 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Beacon Pointe Advisors first reported a position in BIZD in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.36M in Q3 2025. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Beacon Pointe Advisors held 29,794 shares of VanEck BDC Income ETF worth $377K as of Q2 2026.
Beacon Pointe Advisors sold 12,656 VanEck BDC Income ETF shares in Q2 2026, an estimated $160K.
VanEck BDC Income ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1477 holding.
Beacon Pointe Advisors first reported a position in VanEck BDC Income ETF in Q3 2021 and has held it in 9 quarters since.
Beacon Pointe Advisors's VanEck BDC Income ETF position peaked at $2.36M in Q3 2025.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.