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Belpointe Asset Management’s
VanEck BDC Income ETF
BIZD
Stock Holding History
Belpointe Asset Management’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
$377K
Buy
+29,443
New
+$396K
0.01%
786
2023
Q2
–
Sell
-13,122
Closed
-$195K
–
888
2023
Q1
$195K
Sell
13,122
-4,212
-24%
-$63.2K
0.01%
955
2022
Q4
$245K
Buy
17,334
+1,185
+7%
+$17.3K
0.01%
800
2022
Q3
$219K
Sell
16,149
-5,702
-26%
-$88.9K
0.01%
792
2022
Q2
$330K
Sell
21,851
-31,371
-59%
-$513K
0.02%
638
2022
Q1
$953K
Buy
53,222
+17,394
+49%
+$305K
0.06%
348
2021
Q4
$617K
Buy
35,828
+3,877
+12%
+$67.2K
0.04%
456
2021
Q3
$548K
Buy
31,951
+561
+2%
+$9.6K
0.04%
481
2021
Q2
$539K
Buy
31,390
+18,709
+148%
+$316K
0.04%
476
2021
Q1
$205K
Buy
+12,681
New
+$192K
0.02%
743
2020
Q2
–
Sell
-16,079
Closed
-$150K
–
737
2020
Q1
$150K
Buy
+16,079
New
+$241K
0.03%
497
Other funds holding BIZD
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
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
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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