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Brown, Lisle/Cummings’s VanEck BDC Income ETF BIZD Stock Holding History

Brown, Lisle/Cummings’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 		$950 Sell
75
-84
-53% -$1.06K ﹤0.01% 963
2026
Q1 		$2.04K Buy
+159
New +$2.14K ﹤0.01% 817

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
CA
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

Brown, Lisle/Cummings's BIZD Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its VanEck BDC Income ETF (BIZD) stake by 53% in Q2 2026, selling an estimated $1.06K and leaving 75 shares worth $950. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Brown, Lisle/Cummings first reported a position in BIZD in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.04K in Q1 2026. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • Brown, Lisle/Cummings held 75 shares of VanEck BDC Income ETF worth $950 as of Q2 2026.
  • Brown, Lisle/Cummings sold 84 VanEck BDC Income ETF shares in Q2 2026, an estimated $1.06K.
  • VanEck BDC Income ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #963 holding.
  • Brown, Lisle/Cummings first reported a position in VanEck BDC Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's VanEck BDC Income ETF position peaked at $2.04K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.