Beck Bode LLC’s VanEck BDC Income ETF BIZD Stock Holding History

Beck Bode LLC’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	–	Sell	-10,028	Closed	-$142K	–	111
2025 Q4	$142K	Buy	+10,028	New	+$144K	0.02%	92
2025 Q3	–	Sell	-12,080	Closed	-$197K	–	97
2025 Q2	$197K	Sell	12,080 -7,115	-37%	-$111K	0.03%	98
2025 Q1	$322K	Sell	19,195 -3,699	-16%	-$63.2K	0.06%	91
2024 Q4	$381K	Sell	22,894 -7,693	-25%	-$127K	0.07%	96
2024 Q3	$507K	Sell	30,587 -16,524	-35%	-$271K	0.1%	94
2024 Q2	$806K	Sell	47,111 -13,743	-23%	-$231K	0.16%	83
2024 Q1	$1.03M	Sell	60,854 -9,731	-14%	-$159K	0.21%	87
2023 Q4	$1.13M	Sell	70,585 -5,895	-8%	-$92.2K	0.25%	89
2023 Q3	$1.23M	Sell	76,480 -4,074	-5%	-$63.8K	0.31%	81
2023 Q2	$1.24M	Sell	80,554 -5,096	-6%	-$74.6K	0.3%	86
2023 Q1	$1.27M	Sell	85,650 -8,384	-9%	-$126K	0.31%	80
2022 Q4	$1.33M	Buy	94,034 +174	+0.2%	+$2.54K	0.3%	78
2022 Q3	$1.27M	Sell	93,860 -970	-1%	-$15.1K	0.28%	81
2022 Q2	$1.43M	Buy	+94,830	New	+$1.55M	0.3%	73

Other funds holding BIZD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return