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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
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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return