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 Q2	–	Sell	-29,443	Closed	-$377K	–	1128
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 $1.55T 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

Belpointe Asset Management's BIZD Position: Q2 2026 in Review

Belpointe Asset Management sold out of VanEck BDC Income ETF (BIZD) in Q2 2026, closing a stake of 29,443 shares — an estimated $377K sold.

Belpointe Asset Management first reported a position in BIZD in Q1 2020 and held it in 11 quarters. The position peaked at $953K in Q1 2022. 268 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Belpointe Asset Management reported no remaining VanEck BDC Income ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 29,443 VanEck BDC Income ETF shares in Q2 2026, an estimated $377K.
Belpointe Asset Management first reported a position in VanEck BDC Income ETF in Q1 2020 and held it in 11 quarters.
Belpointe Asset Management's VanEck BDC Income ETF position peaked at $953K in Q1 2022.
268 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.